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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 | $9,681 | $201,370-95.2% | $184,256-94.7% | $145,897-93.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.94% | 29.05%-20.1pp | 28.85%-19.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,254 | $7,024-67.9% | $6,427-64.9% | $4,663-51.7% |
| Participant deferral / active EE | $2,621 | $9,808-73.3% | $9,133-71.3% | $6,689-60.8% |
| Admin fee / account holder | $4,517 | $16,364-72.4% | $13,899-67.5% | $13,390-66.3% |