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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 | $7,245 | $209,336-96.5% | $197,124-96.3% | $137,256-94.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.96% | 48.09%-44.1pp | 44.34%-40.4pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,856 | $6,591-71.8% | $6,227-70.2% | $4,156-55.3% |
| Participant deferral / active EE | $1,202 | $9,614-87.5% | $9,135-86.8% | $6,407-81.2% |
| Admin fee / account holder | $17,679 | $17,308+2.1% | $16,298+8.5% | $12,270+44.1% |