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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 | $29,744 | $197,625-84.9% | $177,840-83.3% | $158,966-81.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 2.44% | 58.76%-56.3pp | 48.32%-45.9pp | 302.95%-300.5pp |
| Employer contribution / active EE | $2,171 | $6,698-67.6% | $5,919-63.3% | $4,762-54.4% |
| Participant deferral / active EE | $2,171 | $8,405-74.2% | $7,714-71.9% | $5,983-63.7% |
| Admin fee / account holder | $148,806 | $15,405+866.0% | $12,431+1097.1% | $11,250+1222.7% |