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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 | $21,089 | $210,343-90.0% | $153,476-86.3% | $145,978-85.6% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 7.54% | 13.38%-5.8pp | 15.66%-8.1pp | 550.52%-543.0pp |
| Employer contribution / active EE | $7,075 | $6,047+17.0% | $5,038+40.4% | $4,662+51.8% |
| Participant deferral / active EE | $560 | $7,977-93.0% | $6,759-91.7% | $6,690-91.6% |
| Admin fee / account holder | $772 | $19,424-96.0% | $12,729-93.9% | $13,400-94.2% |