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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 | $24,720 | $183,988-86.6% | $162,177-84.8% | $152,897-83.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 10.72% | 150.79%-140.1pp | 115.60%-104.9pp | 345.43%-334.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,105 | $8,032-86.2% | $7,297-84.9% | $5,851-81.1% |
| Admin fee / account holder | $12,108 | $13,123-7.7% | $10,843+11.7% | $11,599+4.4% |