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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 | $16,721 | $201,370-91.7% | $184,256-90.9% | $145,897-88.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.29% | 29.05%-24.8pp | 28.85%-24.6pp | 552.29%-548.0pp |
| Employer contribution / active EE | $3,500 | $7,024-50.2% | $6,427-45.5% | $4,663-24.9% |
| Participant deferral / active EE | $500 | $9,808-94.9% | $9,133-94.5% | $6,689-92.5% |
| Admin fee / account holder | $15,938 | $16,364-2.6% | $13,899+14.7% | $13,390+19.0% |