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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 | $223,823-94.4% | $211,142-94.1% | $154,746-91.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 5.55% | 50.39%-44.8pp | 46.84%-41.3pp | 172.34%-166.8pp |
| Employer contribution / active EE | $3,365 | $6,787-50.4% | $6,442-47.8% | $4,379-23.2% |
| Participant deferral / active EE | $2,796 | $9,750-71.3% | $9,284-69.9% | $6,730-58.5% |
| Admin fee / account holder | $42,995 | $19,707+118.2% | $19,076+125.4% | $14,365+199.3% |