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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 | $26,262 | $153,769-82.9% | $133,975-80.4% | $273,972-90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.18% | 36.51%-36.3pp | 29.29%-29.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $9,089 | $6,029+50.8% | $5,211+74.4% | $4,869+86.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,584 | $11,765+41.0% | $9,324+77.9% | $10,133+63.7% |