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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 | $18,183 | $196,972-90.8% | $182,262-90.0% | $198,609-90.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 2.86% | 158.27%-155.4pp | 140.60%-137.7pp | 202.70%-199.8pp |
| Employer contribution / active EE | $1,518 | $5,364-71.7% | $5,046-69.9% | $5,055-70.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $27,641 | $18,429+50.0% | $16,712+65.4% | $19,030+45.2% |