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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 | $21,412 | $201,370-89.4% | $184,256-88.4% | $145,897-85.3% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 5.62% | 29.05%-23.4pp | 28.85%-23.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $3,199 | $7,024-54.4% | $6,427-50.2% | $4,663-31.4% |
| Participant deferral / active EE | $1,513 | $9,808-84.6% | $9,133-83.4% | $6,689-77.4% |
| Admin fee / account holder | $450 | $16,364-97.3% | $13,899-96.8% | $13,390-96.6% |