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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 | $19,079 | $223,823-91.5% | $211,142-91.0% | $154,746-87.7% |
| Participation rate | 92.9% | 87.9%+5.0pp | 87.3%+5.6pp | 80.7%+12.2pp |
| Annual return | 5.29% | 50.39%-45.1pp | 46.84%-41.5pp | 172.34%-167.0pp |
| Employer contribution / active EE | $1,584 | $6,787-76.7% | $6,442-75.4% | $4,379-63.8% |
| Participant deferral / active EE | $1,804 | $9,750-81.5% | $9,284-80.6% | $6,730-73.2% |
| Admin fee / account holder | $3,218 | $19,707-83.7% | $19,076-83.1% | $14,365-77.6% |