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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 | $50,869 | $275,752-81.6% | $256,809-80.2% | $198,609-74.4% |
| Participation rate | 90.5% | 89.2%+1.3pp | 88.5%+1.9pp | 82.4%+8.1pp |
| Annual return | 4.20% | 34.81%-30.6pp | 32.73%-28.5pp | 202.70%-198.5pp |
| Employer contribution / active EE | $5,558 | $7,721-28.0% | $7,263-23.5% | $5,055+10.0% |
| Participant deferral / active EE | $3,618 | $10,037-64.0% | $9,520-62.0% | $6,977-48.1% |
| Admin fee / account holder | $78,857 | $25,716+206.6% | $25,146+213.6% | $19,030+314.4% |