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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 | $5,861 | $108,942-94.6% | $100,415-94.2% | $145,897-96.0% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.8pp | 80.3%+2.0pp |
| Annual return | 5.46% | 58.27%-52.8pp | 49.47%-44.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $1,148 | $4,422-74.0% | $3,943-70.9% | $4,663-75.4% |
| Participant deferral / active EE | $1,470 | $8,461-82.6% | $8,091-81.8% | $6,689-78.0% |
| Admin fee / account holder | $6,931 | $9,702-28.6% | $7,906-12.3% | $13,390-48.2% |