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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 | $24,317 | $198,457-87.7% | $170,435-85.7% | $147,586-83.5% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 2.35% | 257.30%-255.0pp | 205.94%-203.6pp | 578.59%-576.2pp |
| Employer contribution / active EE | $1,996 | $6,183-67.7% | $5,432-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $987 | $5,629-82.5% | $4,939-80.0% | $5,439-81.9% |
| Admin fee / account holder | $771 | $16,852-95.4% | $13,881-94.4% | $10,886-92.9% |