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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 | $21,359 | $201,372-89.4% | $184,260-88.4% | $145,884-85.4% |
| Participation rate | 70.8% | 87.5%-16.7pp | 86.8%-16.0pp | 80.3%-9.5pp |
| Annual return | 7.33% | 29.04%-21.7pp | 28.84%-21.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,623 | $7,024-62.6% | $6,427-59.2% | $4,662-43.7% |
| Participant deferral / active EE | $2,891 | $9,808-70.5% | $9,133-68.3% | $6,690-56.8% |
| Admin fee / account holder | $1,317 | $16,362-91.9% | $13,898-90.5% | $13,392-90.2% |