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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 | $22,189 | $201,372-89.0% | $184,260-88.0% | $145,884-84.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 6.93% | 29.04%-22.1pp | 28.84%-21.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,298 | $7,024-67.3% | $6,427-64.2% | $4,662-50.7% |
| Participant deferral / active EE | $2,128 | $9,808-78.3% | $9,133-76.7% | $6,690-68.2% |
| Admin fee / account holder | $2,399 | $16,362-85.3% | $13,898-82.7% | $13,392-82.1% |