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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 | $13,276 | $162,812-91.8% | $133,971-90.1% | $158,966-91.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 5.16% | 41.94%-36.8pp | 45.09%-39.9pp | 302.95%-297.8pp |
| Employer contribution / active EE | $1,174 | $4,976-76.4% | $3,919-70.0% | $4,762-75.3% |
| Participant deferral / active EE | $1,510 | $5,910-74.5% | $5,047-70.1% | $5,983-74.8% |
| Admin fee / account holder | $9,194 | $11,741-21.7% | $8,929+3.0% | $11,250-18.3% |