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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 | $8,563 | $175,257-95.1% | $149,717-94.3% | $139,456-93.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 7.06% | 166.70%-159.6pp | 134.41%-127.3pp | 373.45%-366.4pp |
| Employer contribution / active EE | $1,586 | $5,477-71.0% | $4,820-67.1% | $4,753-66.6% |
| Participant deferral / active EE | $1,696 | $6,521-74.0% | $5,682-70.2% | $6,711-74.7% |
| Admin fee / account holder | $325,943 | $16,156+1917.5% | $13,213+2366.9% | $11,407+2757.4% |