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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 | $5,164 | $202,345-97.4% | $172,755-97.0% | $152,885-96.6% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 2.13% | 1029.77%-1027.6pp | 802.94%-800.8pp | 345.39%-343.3pp |
| Employer contribution / active EE | $2,216 | $5,858-62.2% | $5,144-56.9% | $4,763-53.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,033 | $17,111-94.0% | $13,955-92.6% | $11,598-91.1% |