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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 | $20,285 | $166,131-87.8% | $164,975-87.7% | $145,877-86.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.52% | 100.37%-91.8pp | 70.12%-61.6pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,520 | $5,276-71.2% | $4,343-65.0% | $4,663-67.4% |
| Participant deferral / active EE | $1,784 | $6,962-74.4% | $6,033-70.4% | $6,691-73.3% |
| Admin fee / account holder | $1,016 | $16,648-93.9% | $12,688-92.0% | $13,402-92.4% |