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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 | $25,651 | $209,425-87.8% | $178,499-85.6% | $158,966-83.9% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 4.34% | 188.80%-184.5pp | 151.10%-146.8pp | 302.95%-298.6pp |
| Employer contribution / active EE | $2,719 | $5,707-52.4% | $5,011-45.7% | $4,762-42.9% |
| Participant deferral / active EE | $1,458 | $5,955-75.5% | $5,202-72.0% | $5,983-75.6% |
| Admin fee / account holder | $3,341 | $17,078-80.4% | $13,986-76.1% | $11,250-70.3% |