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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 | $11,611 | $209,336-94.5% | $197,124-94.1% | $137,256-91.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 4.24% | 48.09%-43.9pp | 44.34%-40.1pp | 220.34%-216.1pp |
| Employer contribution / active EE | $1,588 | $6,591-75.9% | $6,227-74.5% | $4,156-61.8% |
| Participant deferral / active EE | $1,664 | $9,614-82.7% | $9,135-81.8% | $6,407-74.0% |
| Admin fee / account holder | $34,363 | $17,308+98.5% | $16,298+110.8% | $12,270+180.1% |