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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 | $7,712 | $183,592-95.8% | $155,567-95.0% | $145,959-94.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.74% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $3,451 | $5,315-35.1% | $4,674-26.2% | $4,661-25.9% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $506 | $19,318-97.4% | $15,916-96.8% | $13,398-96.2% |