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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 | $13,707 | $183,592-92.5% | $155,574-91.2% | $145,877-90.6% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 7.52% | 61.37%-53.9pp | 64.87%-57.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,299 | $6,466-79.9% | $5,629-76.9% | $6,691-80.6% |
| Admin fee / account holder | $2,290 | $19,316-88.1% | $15,914-85.6% | $13,402-82.9% |