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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 | $23,894 | $212,386-88.7% | $199,883-88.0% | $138,895-82.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.22% | 47.75%-40.5pp | 43.81%-36.6pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,406 | $9,617-85.4% | $9,138-84.6% | $6,396-78.0% |
| Admin fee / account holder | $6,871 | $18,233-62.3% | $17,268-60.2% | $12,562-45.3% |