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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 | $4,419 | $201,370-97.8% | $184,256-97.6% | $145,897-97.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.36% | 29.05%-22.7pp | 28.85%-22.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $2,972 | $7,024-57.7% | $6,427-53.8% | $4,663-36.3% |
| Participant deferral / active EE | $2,478 | $9,808-74.7% | $9,133-72.9% | $6,689-63.0% |
| Admin fee / account holder | $10,558 | $16,364-35.5% | $13,899-24.0% | $13,390-21.2% |