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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 | $11,620 | $185,905-93.7% | $170,057-93.2% | $139,487-91.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.34% | 60.56%-54.2pp | 53.42%-47.1pp | 373.84%-367.5pp |
| Employer contribution / active EE | $1,580 | $7,597-79.2% | $6,790-76.7% | $4,755-66.8% |
| Participant deferral / active EE | $2,837 | $11,627-75.6% | $10,411-72.8% | $6,713-57.7% |
| Admin fee / account holder | $1,343 | $15,397-91.3% | $12,826-89.5% | $11,407-88.2% |