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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 | $29,146 | $184,000-84.2% | $162,185-82.0% | $152,909-80.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.83% | 150.80%-145.0pp | 115.61%-109.8pp | 345.46%-339.6pp |
| Employer contribution / active EE | $1,574 | $6,370-75.3% | $5,613-72.0% | $4,764-67.0% |
| Participant deferral / active EE | $2,294 | $8,033-71.4% | $7,297-68.6% | $5,851-60.8% |
| Admin fee / account holder | $742 | $13,124-94.3% | $10,844-93.2% | $11,601-93.6% |