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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 | $10,920 | $176,105-93.8% | $159,474-93.2% | $167,536-93.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 2.37% | 331.91%-329.5pp | 263.68%-261.3pp | 478.82%-476.4pp |
| Employer contribution / active EE | $1,156 | $5,299-78.2% | $4,831-76.1% | $4,839-76.1% |
| Participant deferral / active EE | $795 | $7,751-89.7% | $7,353-89.2% | $6,342-87.5% |
| Admin fee / account holder | $72,952 | $12,559+480.9% | $10,802+575.3% | $12,315+492.4% |