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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 | $29,779 | $197,637-84.9% | $177,848-83.3% | $158,982-81.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 3.94% | 58.77%-54.8pp | 48.33%-44.4pp | 302.99%-299.0pp |
| Employer contribution / active EE | $2,338 | $6,698-65.1% | $5,919-60.5% | $4,763-50.9% |
| Participant deferral / active EE | $2,869 | $8,405-65.9% | $7,714-62.8% | $5,983-52.1% |
| Admin fee / account holder | $13,961 | $15,406-9.4% | $12,431+12.3% | $11,252+24.1% |