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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 | $31,549 | $198,461-84.1% | $170,436-81.5% | $147,585-78.6% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 7.65% | 257.30%-249.7pp | 205.94%-198.3pp | 578.57%-570.9pp |
| Employer contribution / active EE | $1,345 | $6,184-78.3% | $5,433-75.2% | $4,876-72.4% |
| Participant deferral / active EE | $1,548 | $5,629-72.5% | $4,939-68.7% | $5,439-71.5% |
| Admin fee / account holder | $8,707 | $16,852-48.3% | $13,880-37.3% | $10,885-20.0% |