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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 | $13,556 | $115,814-88.3% | $101,275-86.6% | $158,982-91.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 2.16% | 56.16%-54.0pp | 46.48%-44.3pp | 302.99%-300.8pp |
| Employer contribution / active EE | $3,143 | $4,176-24.7% | $3,660-14.1% | $4,763-34.0% |
| Participant deferral / active EE | $231 | $4,958-95.3% | $4,371-94.7% | $5,983-96.1% |
| Admin fee / account holder | $3,091 | $7,249-57.4% | $5,948-48.0% | $11,252-72.5% |