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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 | $13,285 | $155,555-91.5% | $146,866-91.0% | $155,188-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.04% | 115.41%-109.4pp | 102.85%-96.8pp | 148.84%-142.8pp |
| Employer contribution / active EE | $4,148 | $4,647-10.7% | $4,425-6.3% | $4,248-2.3% |
| Participant deferral / active EE | $811 | $8,044-89.9% | $7,759-89.5% | $6,531-87.6% |
| Admin fee / account holder | $16,171 | $14,755+9.6% | $13,620+18.7% | $14,480+11.7% |