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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 | $12,065 | $183,627-93.4% | $155,602-92.2% | $145,978-91.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 4.74% | 61.32%-56.6pp | 64.81%-60.1pp | 550.52%-545.8pp |
| Employer contribution / active EE | $2,201 | $5,316-58.6% | $4,675-52.9% | $4,662-52.8% |
| Participant deferral / active EE | $1,162 | $6,466-82.0% | $5,629-79.4% | $6,690-82.6% |
| Admin fee / account holder | $249,301 | $19,327+1189.9% | $15,923+1465.6% | $13,400+1760.4% |