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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 | $21,201 | $178,174-88.1% | $156,181-86.4% | $137,256-84.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.10% | 84.19%-78.1pp | 64.87%-58.8pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,291 | $4,972-74.0% | $4,294-69.9% | $4,156-68.9% |
| Participant deferral / active EE | $1,932 | $6,888-72.0% | $6,132-68.5% | $6,407-69.8% |
| Admin fee / account holder | $19,842 | $17,404+14.0% | $14,586+36.0% | $12,270+61.7% |