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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 | $22,804 | $201,372-88.7% | $184,260-87.6% | $145,884-84.4% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 3.50% | 29.04%-25.5pp | 28.84%-25.3pp | 551.85%-548.4pp |
| Employer contribution / active EE | $1,764 | $7,024-74.9% | $6,427-72.6% | $4,662-62.2% |
| Participant deferral / active EE | $1,347 | $9,808-86.3% | $9,133-85.2% | $6,690-79.9% |
| Admin fee / account holder | $1,978 | $16,362-87.9% | $13,898-85.8% | $13,392-85.2% |