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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,062 | $197,637-91.9% | $177,848-91.0% | $158,982-89.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.89% | 58.77%-53.9pp | 48.33%-43.4pp | 302.99%-298.1pp |
| Employer contribution / active EE | $2,865 | $6,698-57.2% | $5,919-51.6% | $4,763-39.9% |
| Participant deferral / active EE | $594 | $8,405-92.9% | $7,714-92.3% | $5,983-90.1% |
| Admin fee / account holder | $833 | $15,406-94.6% | $12,431-93.3% | $11,252-92.6% |