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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 | $12,410 | $129,737-90.4% | $119,126-89.6% | $154,746-92.0% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 9.74% | 379.08%-369.3pp | 282.11%-272.4pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,517 | $4,375-65.3% | $4,034-62.4% | $4,379-65.4% |
| Participant deferral / active EE | $1,620 | $5,842-72.3% | $5,318-69.5% | $6,730-75.9% |
| Admin fee / account holder | $1,907 | $11,961-84.1% | $10,693-82.2% | $14,365-86.7% |