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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 | $14,967 | $176,120-91.5% | $159,487-90.6% | $167,553-91.1% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 9.50% | 331.95%-322.4pp | 263.71%-254.2pp | 478.89%-469.4pp |
| Employer contribution / active EE | $1,012 | $5,299-80.9% | $4,831-79.1% | $4,840-79.1% |
| Participant deferral / active EE | $1,264 | $7,752-83.7% | $7,354-82.8% | $6,343-80.1% |
| Admin fee / account holder | $372 | $12,561-97.0% | $10,804-96.6% | $12,316-97.0% |