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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 | $15,445 | $160,040-90.3% | $147,096-89.5% | $145,877-89.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.30% | 98.49%-93.2pp | 419.75%-414.4pp | 551.28%-546.0pp |
| Employer contribution / active EE | $3,001 | $5,289-43.3% | $4,936-39.2% | $4,663-35.7% |
| Participant deferral / active EE | $2,042 | $8,429-75.8% | $8,071-74.7% | $6,691-69.5% |
| Admin fee / account holder | $12,965 | $15,050-13.9% | $13,005-0.3% | $13,402-3.3% |