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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 | $26,282 | $201,344-86.9% | $184,243-85.7% | $145,877-82.0% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 6.42% | 29.01%-22.6pp | 28.82%-22.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,582 | $7,022-77.5% | $6,427-75.4% | $4,663-66.1% |
| Participant deferral / active EE | $1,555 | $9,807-84.1% | $9,132-83.0% | $6,691-76.8% |
| Admin fee / account holder | $3,013 | $16,382-81.6% | $13,914-78.3% | $13,402-77.5% |