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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 | $17,615 | $201,344-91.3% | $184,243-90.4% | $145,877-87.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.20% | 29.01%-21.8pp | 28.82%-21.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,423 | $7,022-65.5% | $6,427-62.3% | $4,663-48.0% |
| Participant deferral / active EE | $812 | $9,807-91.7% | $9,132-91.1% | $6,691-87.9% |
| Admin fee / account holder | $4,922 | $16,382-70.0% | $13,914-64.6% | $13,402-63.3% |