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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 | $19,079 | $209,336-90.9% | $197,124-90.3% | $137,256-86.1% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 5.29% | 48.09%-42.8pp | 44.34%-39.1pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,584 | $6,591-76.0% | $6,227-74.6% | $4,156-61.9% |
| Participant deferral / active EE | $1,804 | $9,614-81.2% | $9,135-80.3% | $6,407-71.8% |
| Admin fee / account holder | $3,218 | $17,308-81.4% | $16,298-80.3% | $12,270-73.8% |