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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 | $17,057 | $201,344-91.5% | $184,243-90.7% | $145,877-88.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.27% | 29.01%-19.7pp | 28.82%-19.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,954 | $7,022-72.2% | $6,427-69.6% | $4,663-58.1% |
| Participant deferral / active EE | $2,442 | $9,807-75.1% | $9,132-73.3% | $6,691-63.5% |
| Admin fee / account holder | $2,448 | $16,382-85.1% | $13,914-82.4% | $13,402-81.7% |