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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 | $17,049 | $209,336-91.9% | $197,124-91.4% | $137,256-87.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.93% | 48.09%-39.2pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,926 | $6,591-55.6% | $6,227-53.0% | $4,156-29.6% |
| Participant deferral / active EE | $2,575 | $9,614-73.2% | $9,135-71.8% | $6,407-59.8% |
| Admin fee / account holder | $13,389 | $17,308-22.6% | $16,298-17.9% | $12,270+9.1% |