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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 | $18,581 | $86,298-78.5% | $111,308-83.3% | $85,847-78.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 7.23% | 19.99%-12.8pp | 54.67%-47.4pp | 318.61%-311.4pp |
| Employer contribution / active EE | $1,181 | $2,044-42.2% | $2,732-56.8% | $2,565-54.0% |
| Participant deferral / active EE | $1,267 | $3,641-65.2% | $4,487-71.8% | $3,952-67.9% |
| Admin fee / account holder | $1,261 | $8,189-84.6% | $7,965-84.2% | $6,261-79.9% |