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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 | $23,256 | $210,343-88.9% | $153,432-84.8% | $145,959-84.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.61% | 13.38%-7.8pp | 15.66%-10.0pp | 561.95%-556.3pp |
| Employer contribution / active EE | $3,093 | $6,047-48.9% | $5,038-38.6% | $4,661-33.6% |
| Participant deferral / active EE | $1,655 | $7,977-79.3% | $6,757-75.5% | $6,689-75.3% |
| Admin fee / account holder | $17,135 | $19,424-11.8% | $12,725+34.7% | $13,398+27.9% |