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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 | $20,443 | $184,000-88.9% | $162,185-87.4% | $152,909-86.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 12.46% | 150.80%-138.3pp | 115.61%-103.1pp | 345.46%-333.0pp |
| Employer contribution / active EE | $5,839 | $6,370-8.3% | $5,613+4.0% | $4,764+22.6% |
| Participant deferral / active EE | $2,218 | $8,033-72.4% | $7,297-69.6% | $5,851-62.1% |
| Admin fee / account holder | $5,689 | $13,124-56.7% | $10,844-47.5% | $11,601-51.0% |