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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 | $36,360 | $122,131-70.2% | $189,821-80.8% | $122,131-70.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 86.3%+13.7pp | 75.1%+24.9pp |
| Annual return | 11.12% | 16.17%-5.0pp | 10415.09%-10404.0pp | 16.17%-5.0pp |
| Employer contribution / active EE | $4,441 | $3,608+23.1% | $4,181+6.2% | $3,608+23.1% |
| Participant deferral / active EE | $1,310 | $3,892-66.3% | $4,116-68.2% | $3,892-66.3% |
| Admin fee / account holder | $2,620 | $11,586-77.4% | $8,718-69.9% | $11,586-77.4% |