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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 | $6,168 | $209,336-97.1% | $197,124-96.9% | $137,256-95.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.54% | 48.09%-39.5pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,809 | $6,591-72.5% | $6,227-70.9% | $4,156-56.5% |
| Participant deferral / active EE | $2,844 | $9,614-70.4% | $9,135-68.9% | $6,407-55.6% |
| Admin fee / account holder | $7,884 | $17,308-54.4% | $16,298-51.6% | $12,270-35.7% |