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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 | $21,585 | $209,336-89.7% | $197,124-89.1% | $137,256-84.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.42% | 48.09%-38.7pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,835 | $6,591-72.2% | $6,227-70.5% | $4,156-55.9% |
| Participant deferral / active EE | $1,177 | $9,614-87.8% | $9,135-87.1% | $6,407-81.6% |
| Admin fee / account holder | $3,550 | $17,308-79.5% | $16,298-78.2% | $12,270-71.1% |