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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 | $24,122 | $185,905-87.0% | $170,057-85.8% | $139,487-82.7% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 10.83% | 60.56%-49.7pp | 53.42%-42.6pp | 373.84%-363.0pp |
| Employer contribution / active EE | $1,601 | $7,597-78.9% | $6,790-76.4% | $4,755-66.3% |
| Participant deferral / active EE | $2,363 | $11,627-79.7% | $10,411-77.3% | $6,713-64.8% |
| Admin fee / account holder | $4,973 | $15,397-67.7% | $12,826-61.2% | $11,407-56.4% |