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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 | $26,414 | $223,823-88.2% | $211,142-87.5% | $154,746-82.9% |
| Participation rate | 94.7% | 87.9%+6.9pp | 87.3%+7.4pp | 80.7%+14.0pp |
| Annual return | 8.37% | 50.39%-42.0pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $3,524 | $6,787-48.1% | $6,442-45.3% | $4,379-19.5% |
| Participant deferral / active EE | $2,465 | $9,750-74.7% | $9,284-73.5% | $6,730-63.4% |
| Admin fee / account holder | $9,678 | $19,707-50.9% | $19,076-49.3% | $14,365-32.6% |