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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 | $30,611 | $198,461-84.6% | $170,436-82.0% | $147,585-79.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 8.44% | 257.30%-248.9pp | 205.94%-197.5pp | 578.57%-570.1pp |
| Employer contribution / active EE | $1,833 | $6,184-70.4% | $5,433-66.3% | $4,876-62.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,559 | $16,852-78.9% | $13,880-74.4% | $10,885-67.3% |