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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 | $21,201 | $199,109-89.4% | $173,730-87.8% | $154,746-86.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.10% | 20.02%-13.9pp | 19.96%-13.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $1,291 | $5,311-75.7% | $4,577-71.8% | $4,379-70.5% |
| Participant deferral / active EE | $1,932 | $7,113-72.8% | $6,326-69.5% | $6,730-71.3% |
| Admin fee / account holder | $19,842 | $20,916-5.1% | $17,523+13.2% | $14,365+38.1% |