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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 | $26,142 | $144,124-81.9% | $117,857-77.8% | $147,585-82.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 6.14% | 531.17%-525.0pp | 335.09%-328.9pp | 578.56%-572.4pp |
| Employer contribution / active EE | $4,167 | $4,897-14.9% | $3,786+10.1% | $4,876-14.6% |
| Participant deferral / active EE | $1,007 | $5,316-81.1% | $4,482-77.5% | $5,439-81.5% |
| Admin fee / account holder | $2,977 | $10,886-72.7% | $8,020-62.9% | $10,885-72.7% |