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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 | $27,110 | $223,823-87.9% | $211,142-87.2% | $154,746-82.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.02% | 50.39%-44.4pp | 46.84%-40.8pp | 172.34%-166.3pp |
| Employer contribution / active EE | $8,646 | $6,787+27.4% | $6,442+34.2% | $4,379+97.4% |
| Participant deferral / active EE | $120 | $9,750-98.8% | $9,284-98.7% | $6,730-98.2% |
| Admin fee / account holder | $12,702 | $19,707-35.5% | $19,076-33.4% | $14,365-11.6% |