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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 | $14,223 | $212,386-93.3% | $199,883-92.9% | $138,895-89.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.26% | 47.75%-40.5pp | 43.81%-36.5pp | 145.39%-138.1pp |
| Employer contribution / active EE | $2,219 | $6,625-66.5% | $6,261-64.6% | $4,194-47.1% |
| Participant deferral / active EE | $1,480 | $9,617-84.6% | $9,138-83.8% | $6,396-76.9% |
| Admin fee / account holder | $327 | $18,233-98.2% | $17,268-98.1% | $12,562-97.4% |