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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 | $11,181 | $210,698-94.7% | $178,014-93.7% | $145,959-92.3% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | -0.64% | 386.27%-386.9pp | 294.80%-295.4pp | 561.95%-562.6pp |
| Employer contribution / active EE | $5,200 | $4,567+13.9% | $3,950+31.7% | $4,661+11.6% |
| Participant deferral / active EE | $527 | $6,958-92.4% | $6,276-91.6% | $6,689-92.1% |
| Admin fee / account holder | $5,213 | $12,016-56.6% | $10,362-49.7% | $13,398-61.1% |