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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 | $21,067 | $209,336-89.9% | $197,124-89.3% | $137,256-84.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.55% | 48.09%-38.5pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,856 | $6,591-71.8% | $6,227-70.2% | $4,156-55.3% |
| Participant deferral / active EE | $851 | $9,614-91.1% | $9,135-90.7% | $6,407-86.7% |
| Admin fee / account holder | $523 | $17,308-97.0% | $16,298-96.8% | $12,270-95.7% |