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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 | $23,741 | $176,794-86.6% | $146,647-83.8% | $167,553-85.8% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 5.67% | 24.04%-18.4pp | 22.75%-17.1pp | 478.89%-473.2pp |
| Employer contribution / active EE | $5,070 | $5,161-1.8% | $4,137+22.6% | $4,840+4.8% |
| Participant deferral / active EE | $1,444 | $6,440-77.6% | $5,506-73.8% | $6,343-77.2% |
| Admin fee / account holder | $130,373 | $13,262+883.0% | $10,281+1168.2% | $12,316+958.5% |