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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 | $17,632 | $209,336-91.6% | $197,124-91.1% | $137,256-87.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.55% | 48.09%-41.5pp | 44.34%-37.8pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $915 | $9,614-90.5% | $9,135-90.0% | $6,407-85.7% |
| Admin fee / account holder | $19,373 | $17,308+11.9% | $16,298+18.9% | $12,270+57.9% |