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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 | $52,195 | $275,752-81.1% | $256,809-79.7% | $198,609-73.7% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | -0.06% | 34.81%-34.9pp | 32.73%-32.8pp | 202.70%-202.8pp |
| Employer contribution / active EE | $2,971 | $7,721-61.5% | $7,263-59.1% | $5,055-41.2% |
| Participant deferral / active EE | $1,100 | $10,037-89.0% | $9,520-88.4% | $6,977-84.2% |
| Admin fee / account holder | $450 | $25,716-98.3% | $25,146-98.2% | $19,030-97.6% |