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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 | $9,668 | $198,462-95.1% | $170,439-94.3% | $147,585-93.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 7.88% | 257.30%-249.4pp | 205.94%-198.1pp | 578.58%-570.7pp |
| Employer contribution / active EE | $1,577 | $6,184-74.5% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $94 | $5,629-98.3% | $4,939-98.1% | $5,439-98.3% |
| Admin fee / account holder | $6,256 | $16,852-62.9% | $13,881-54.9% | $10,886-42.5% |