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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 | $24,996 | $183,968-86.4% | $162,166-84.6% | $152,870-83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.58% | 150.77%-147.2pp | 115.59%-112.0pp | 345.34%-341.8pp |
| Employer contribution / active EE | $2,783 | $6,371-56.3% | $5,614-50.4% | $4,763-41.6% |
| Participant deferral / active EE | $1,760 | $8,034-78.1% | $7,298-75.9% | $5,850-69.9% |
| Admin fee / account holder | $896 | $13,121-93.2% | $10,842-91.7% | $11,597-92.3% |