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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 | $8,817 | $209,336-95.8% | $197,124-95.5% | $137,256-93.6% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 3.99% | 48.09%-44.1pp | 44.34%-40.4pp | 220.34%-216.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $255 | $9,614-97.3% | $9,135-97.2% | $6,407-96.0% |
| Admin fee / account holder | $22,978 | $17,308+32.8% | $16,298+41.0% | $12,270+87.3% |