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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 | $9,544 | $201,264-95.3% | $184,185-94.8% | $145,978-93.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.91% | 29.00%-25.1pp | 28.81%-24.9pp | 550.52%-546.6pp |
| Employer contribution / active EE | $3,273 | $7,021-53.4% | $6,426-49.1% | $4,662-29.8% |
| Participant deferral / active EE | $1,318 | $9,806-86.6% | $9,132-85.6% | $6,690-80.3% |
| Admin fee / account holder | $14,411 | $16,376-12.0% | $13,909+3.6% | $13,400+7.5% |