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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 | $7,356 | $154,228-95.2% | $145,433-94.9% | $137,256-94.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 9.48% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,498 | $4,804-68.8% | $4,554-67.1% | $4,156-64.0% |
| Participant deferral / active EE | $2,264 | $8,216-72.4% | $7,897-71.3% | $6,407-64.7% |
| Admin fee / account holder | $1,559 | $14,344-89.1% | $13,129-88.1% | $12,270-87.3% |