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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 | $14,256 | $197,637-92.8% | $177,848-92.0% | $158,982-91.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 3.67% | 58.77%-55.1pp | 48.33%-44.7pp | 302.99%-299.3pp |
| Employer contribution / active EE | $6,977 | $6,698+4.2% | $5,919+17.9% | $4,763+46.5% |
| Participant deferral / active EE | $998 | $8,405-88.1% | $7,714-87.1% | $5,983-83.3% |
| Admin fee / account holder | $8,398 | $15,406-45.5% | $12,431-32.4% | $11,252-25.4% |