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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 | $20,136 | $201,370-90.0% | $184,256-89.1% | $145,897-86.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.09% | 29.05%-22.0pp | 28.85%-21.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,843 | $9,808-81.2% | $9,133-79.8% | $6,689-72.4% |
| Admin fee / account holder | $3,876 | $16,364-76.3% | $13,899-72.1% | $13,390-71.1% |