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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 | $223,823-91.6% | $211,142-91.1% | $154,746-87.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.24% | 50.39%-40.2pp | 46.84%-36.6pp | 172.34%-162.1pp |
| Employer contribution / active EE | $2,428 | $6,787-64.2% | $6,442-62.3% | $4,379-44.5% |
| Participant deferral / active EE | $1,011 | $9,750-89.6% | $9,284-89.1% | $6,730-85.0% |
| Admin fee / account holder | $12,203 | $19,707-38.1% | $19,076-36.0% | $14,365-15.1% |