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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 | $27,781 | $223,823-87.6% | $211,142-86.8% | $154,746-82.0% |
| Participation rate | 86.4% | 87.9%-1.5pp | 87.3%-0.9pp | 80.7%+5.7pp |
| Annual return | 7.95% | 50.39%-42.4pp | 46.84%-38.9pp | 172.34%-164.4pp |
| Employer contribution / active EE | $1,806 | $6,787-73.4% | $6,442-72.0% | $4,379-58.8% |
| Participant deferral / active EE | $1,400 | $9,750-85.6% | $9,284-84.9% | $6,730-79.2% |
| Admin fee / account holder | $1,451 | $19,707-92.6% | $19,076-92.4% | $14,365-89.9% |