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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 | $17,930 | $212,386-91.6% | $199,883-91.0% | $138,895-87.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 2.21% | 47.75%-45.5pp | 43.81%-41.6pp | 145.39%-143.2pp |
| Employer contribution / active EE | $1,903 | $6,625-71.3% | $6,261-69.6% | $4,194-54.6% |
| Participant deferral / active EE | $1,903 | $9,617-80.2% | $9,138-79.2% | $6,396-70.3% |
| Admin fee / account holder | $33,337 | $18,233+82.8% | $17,268+93.1% | $12,562+165.4% |