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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 | $223,823-92.4% | $211,142-91.9% | $154,746-89.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.93% | 50.39%-41.5pp | 46.84%-37.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $2,926 | $6,787-56.9% | $6,442-54.6% | $4,379-33.2% |
| Participant deferral / active EE | $2,575 | $9,750-73.6% | $9,284-72.3% | $6,730-61.7% |
| Admin fee / account holder | $13,389 | $19,707-32.1% | $19,076-29.8% | $14,365-6.8% |