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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 | $7,982 | $154,228-94.8% | $145,433-94.5% | $137,256-94.2% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 12.24% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,159 | $4,804-75.9% | $4,554-74.5% | $4,156-72.1% |
| Participant deferral / active EE | $1,598 | $8,216-80.6% | $7,897-79.8% | $6,407-75.1% |
| Admin fee / account holder | $4,727 | $14,344-67.0% | $13,129-64.0% | $12,270-61.5% |