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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 | $5,726 | $212,386-97.3% | $199,883-97.1% | $138,895-95.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.35% | 47.75%-37.4pp | 43.81%-33.5pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,394 | $6,625-63.9% | $6,261-61.8% | $4,194-42.9% |
| Participant deferral / active EE | $2,527 | $9,617-73.7% | $9,138-72.3% | $6,396-60.5% |
| Admin fee / account holder | $5,064 | $18,233-72.2% | $17,268-70.7% | $12,562-59.7% |