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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 | $31,640 | $183,988-82.8% | $162,177-80.5% | $152,897-79.3% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.5%+1.8pp |
| Annual return | 4.82% | 150.79%-146.0pp | 115.60%-110.8pp | 345.43%-340.6pp |
| Employer contribution / active EE | $2,460 | $6,370-61.4% | $5,613-56.2% | $4,764-48.4% |
| Participant deferral / active EE | $2,634 | $8,032-67.2% | $7,297-63.9% | $5,851-55.0% |
| Admin fee / account holder | $5,630 | $13,123-57.1% | $10,843-48.1% | $11,599-51.5% |