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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 | $25,111 | $180,028-86.1% | $138,135-81.8% | $158,966-84.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 4.55% | 21.68%-17.1pp | 20.51%-16.0pp | 302.95%-298.4pp |
| Employer contribution / active EE | $4,434 | $7,470-40.6% | $5,587-20.6% | $4,762-6.9% |
| Participant deferral / active EE | $2,260 | $7,717-70.7% | $6,431-64.9% | $5,983-62.2% |
| Admin fee / account holder | $4,324 | $17,912-75.9% | $11,856-63.5% | $11,250-61.6% |