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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 | $2,682 | $213,785-98.7% | $185,441-98.6% | $155,188-98.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.89% | 19.97%-14.1pp | 20.16%-14.3pp | 148.84%-142.9pp |
| Employer contribution / active EE | $3,771 | $5,393-30.1% | $4,672-19.3% | $4,248-11.2% |
| Participant deferral / active EE | $254 | $6,864-96.3% | $6,152-95.9% | $6,531-96.1% |
| Admin fee / account holder | $2,615 | $21,134-87.6% | $17,890-85.4% | $14,480-81.9% |