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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 | $12,502 | $209,336-94.0% | $197,124-93.7% | $137,256-90.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.55% | 48.09%-42.5pp | 44.34%-38.8pp | 220.34%-214.8pp |
| Employer contribution / active EE | $3,365 | $6,591-48.9% | $6,227-46.0% | $4,156-19.0% |
| Participant deferral / active EE | $2,796 | $9,614-70.9% | $9,135-69.4% | $6,407-56.4% |
| Admin fee / account holder | $42,995 | $17,308+148.4% | $16,298+163.8% | $12,270+250.4% |