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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 | $13,535 | $198,457-93.2% | $170,435-92.1% | $147,586-90.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 8.42% | 257.30%-248.9pp | 205.94%-197.5pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,352 | $6,183-78.1% | $5,432-75.1% | $4,876-72.3% |
| Participant deferral / active EE | $1,559 | $5,629-72.3% | $4,939-68.4% | $5,439-71.3% |
| Admin fee / account holder | $17,831 | $16,852+5.8% | $13,881+28.5% | $10,886+63.8% |