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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 | $183,592-91.5% | $155,574-90.0% | $145,877-89.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 4.55% | 61.37%-56.8pp | 64.87%-60.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $2,403 | $5,317-54.8% | $4,676-48.6% | $4,663-48.5% |
| Participant deferral / active EE | $529 | $6,466-91.8% | $5,629-90.6% | $6,691-92.1% |
| Admin fee / account holder | $20,989 | $19,316+8.7% | $15,914+31.9% | $13,402+56.6% |