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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 | $16,069 | $183,516-91.2% | $155,534-89.7% | $145,884-89.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.84% | 61.43%-54.6pp | 64.92%-58.1pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,290 | $5,315-75.7% | $4,675-72.4% | $4,662-72.3% |
| Participant deferral / active EE | $1,634 | $6,467-74.7% | $5,630-71.0% | $6,690-75.6% |
| Admin fee / account holder | $6,596 | $19,293-65.8% | $15,900-58.5% | $13,392-50.7% |