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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 | $9,976 | $157,304-93.7% | $141,197-92.9% | $152,909-93.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 14.06% | 64.34%-50.3pp | 71.41%-57.3pp | 345.46%-331.4pp |
| Employer contribution / active EE | $1,086 | $5,263-79.4% | $4,736-77.1% | $4,764-77.2% |
| Participant deferral / active EE | $2,046 | $7,111-71.2% | $6,710-69.5% | $5,851-65.0% |
| Admin fee / account holder | $307 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |