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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 | $209,336-93.2% | $197,124-92.8% | $137,256-89.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.26% | 48.09%-40.8pp | 44.34%-37.1pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,219 | $6,591-66.3% | $6,227-64.4% | $4,156-46.6% |
| Participant deferral / active EE | $1,480 | $9,614-84.6% | $9,135-83.8% | $6,407-76.9% |
| Admin fee / account holder | $327 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |