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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 | $46,441 | $275,752-83.2% | $256,809-81.9% | $198,609-76.6% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 4.25% | 34.81%-30.6pp | 32.73%-28.5pp | 202.70%-198.4pp |
| Employer contribution / active EE | $2,782 | $7,721-64.0% | $7,263-61.7% | $5,055-45.0% |
| Participant deferral / active EE | $3,034 | $10,037-69.8% | $9,520-68.1% | $6,977-56.5% |
| Admin fee / account holder | $46,955 | $25,716+82.6% | $25,146+86.7% | $19,030+146.7% |