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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 | $18,741 | $209,336-91.0% | $197,124-90.5% | $137,256-86.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.24% | 48.09%-37.9pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,428 | $6,591-63.2% | $6,227-61.0% | $4,156-41.6% |
| Participant deferral / active EE | $1,011 | $9,614-89.5% | $9,135-88.9% | $6,407-84.2% |
| Admin fee / account holder | $12,203 | $17,308-29.5% | $16,298-25.1% | $12,270-0.5% |