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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 | $11,825 | $202,342-94.2% | $172,753-93.2% | $152,909-92.3% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 3.30% | 1029.88%-1026.6pp | 803.00%-799.7pp | 345.46%-342.2pp |
| Employer contribution / active EE | $2,094 | $5,857-64.2% | $5,144-59.3% | $4,764-56.0% |
| Participant deferral / active EE | $1,099 | $5,948-81.5% | $5,198-78.9% | $5,851-81.2% |
| Admin fee / account holder | $2,402 | $17,112-86.0% | $13,956-82.8% | $11,601-79.3% |