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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 | $29,485 | $181,896-83.8% | $156,551-81.2% | $273,972-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.09% | 30.74%-30.7pp | 32.23%-32.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $6,429 | $6,248+2.9% | $5,501+16.9% | $4,869+32.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,877 | $15,560+8.5% | $13,028+29.5% | $10,133+66.6% |