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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 | $22,731 | $209,336-89.1% | $197,124-88.5% | $137,256-83.4% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 9.01% | 48.09%-39.1pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,390 | $6,591-78.9% | $6,227-77.7% | $4,156-66.6% |
| Participant deferral / active EE | $2,848 | $9,614-70.4% | $9,135-68.8% | $6,407-55.5% |
| Admin fee / account holder | $1,530 | $17,308-91.2% | $16,298-90.6% | $12,270-87.5% |