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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 | $17,749 | $209,336-91.5% | $197,124-91.0% | $137,256-87.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 11.18% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $4,692 | $6,591-28.8% | $6,227-24.7% | $4,156+12.9% |
| Participant deferral / active EE | $2,328 | $9,614-75.8% | $9,135-74.5% | $6,407-63.7% |
| Admin fee / account holder | $23,579 | $17,308+36.2% | $16,298+44.7% | $12,270+92.2% |