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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 | $17,457 | $198,457-91.2% | $170,435-89.8% | $147,586-88.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.23% | 257.30%-249.1pp | 205.94%-197.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,951 | $6,183-68.4% | $5,432-64.1% | $4,876-60.0% |
| Participant deferral / active EE | $929 | $5,629-83.5% | $4,939-81.2% | $5,439-82.9% |
| Admin fee / account holder | $5,576 | $16,852-66.9% | $13,881-59.8% | $10,886-48.8% |