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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 | $15,590 | $183,539-91.5% | $155,556-90.0% | $145,897-89.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 4.55% | 61.31%-56.8pp | 64.84%-60.3pp | 552.29%-547.7pp |
| Employer contribution / active EE | $2,403 | $5,315-54.8% | $4,675-48.6% | $4,663-48.5% |
| Participant deferral / active EE | $529 | $6,467-91.8% | $5,631-90.6% | $6,689-92.1% |
| Admin fee / account holder | $20,989 | $19,275+8.9% | $15,885+32.1% | $13,390+56.7% |