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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 | $17,343 | $171,867-89.9% | $149,721-88.4% | $147,586-88.2% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 4.51% | 2113.36%-2108.9pp | 1501.67%-1497.2pp | 578.59%-574.1pp |
| Employer contribution / active EE | $2,468 | $6,275-60.7% | $5,444-54.7% | $4,876-49.4% |
| Participant deferral / active EE | $746 | $7,270-89.7% | $6,568-88.6% | $5,439-86.3% |
| Admin fee / account holder | $780 | $13,799-94.3% | $11,282-93.1% | $10,886-92.8% |