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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 | $184,014-88.5% | $161,149-86.8% | $138,895-84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.10% | 21.52%-15.4pp | 21.16%-15.1pp | 145.39%-139.3pp |
| Employer contribution / active EE | $1,291 | $5,055-74.5% | $4,360-70.4% | $4,194-69.2% |
| Participant deferral / active EE | $1,932 | $6,909-72.0% | $6,153-68.6% | $6,396-69.8% |
| Admin fee / account holder | $19,842 | $18,027+10.1% | $15,194+30.6% | $12,562+58.0% |