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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 | $23,133 | $197,603-88.3% | $177,827-87.0% | $158,950-85.4% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 3.37% | 58.76%-55.4pp | 48.32%-45.0pp | 302.91%-299.5pp |
| Employer contribution / active EE | $1,625 | $6,698-75.7% | $5,918-72.5% | $4,762-65.9% |
| Participant deferral / active EE | $994 | $8,404-88.2% | $7,713-87.1% | $5,983-83.4% |
| Admin fee / account holder | $376 | $15,402-97.6% | $12,429-97.0% | $11,248-96.7% |