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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 | $45,304 | $275,752-83.6% | $256,809-82.4% | $198,609-77.2% |
| Participation rate | 77.8% | 89.2%-11.4pp | 88.5%-10.8pp | 82.4%-4.6pp |
| Annual return | 4.16% | 34.81%-30.7pp | 32.73%-28.6pp | 202.70%-198.5pp |
| Employer contribution / active EE | $2,758 | $7,721-64.3% | $7,263-62.0% | $5,055-45.4% |
| Participant deferral / active EE | $2,758 | $10,037-72.5% | $9,520-71.0% | $6,977-60.5% |
| Admin fee / account holder | $42,166 | $25,716+64.0% | $25,146+67.7% | $19,030+121.6% |