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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 | $23,268 | $181,896-87.2% | $156,551-85.1% | $273,972-91.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.72% | 30.74%-28.0pp | 32.23%-29.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $6,219 | $6,248-0.5% | $5,501+13.0% | $4,869+27.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $49,826 | $15,560+220.2% | $13,028+282.4% | $10,133+391.7% |