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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 | $212,386-91.7% | $199,883-91.2% | $138,895-87.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 6.55% | 47.75%-41.2pp | 43.81%-37.3pp | 145.39%-138.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $915 | $9,617-90.5% | $9,138-90.0% | $6,396-85.7% |
| Admin fee / account holder | $19,373 | $18,233+6.2% | $17,268+12.2% | $12,562+54.2% |