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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 | $15,457 | $209,336-92.6% | $197,124-92.2% | $137,256-88.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.15% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,549 | $6,591-76.5% | $6,227-75.1% | $4,156-62.7% |
| Participant deferral / active EE | $2,460 | $9,614-74.4% | $9,135-73.1% | $6,407-61.6% |
| Admin fee / account holder | $3,797 | $17,308-78.1% | $16,298-76.7% | $12,270-69.1% |