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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 | $11,351 | $217,432-94.8% | $185,851-93.9% | $167,553-93.2% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 6.70% | 148.43%-141.7pp | 122.11%-115.4pp | 478.89%-472.2pp |
| Employer contribution / active EE | $5,181 | $5,874-11.8% | $5,168+0.2% | $4,840+7.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $482 | $19,820-97.6% | $16,245-97.0% | $12,316-96.1% |