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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 | $21,305 | $197,625-89.2% | $177,840-88.0% | $158,966-86.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 5.12% | 58.76%-53.6pp | 48.32%-43.2pp | 302.95%-297.8pp |
| Employer contribution / active EE | $1,511 | $6,698-77.4% | $5,919-74.5% | $4,762-68.3% |
| Participant deferral / active EE | $2,450 | $8,405-70.9% | $7,714-68.2% | $5,983-59.1% |
| Admin fee / account holder | $20,665 | $15,405+34.1% | $12,431+66.2% | $11,250+83.7% |