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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 | $4,158 | $176,105-97.6% | $159,474-97.4% | $167,536-97.5% |
| Participation rate | 94.1% | 85.0%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 9.91% | 331.91%-322.0pp | 263.68%-253.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,223 | $5,299-76.9% | $4,831-74.7% | $4,839-74.7% |
| Participant deferral / active EE | $2,093 | $7,751-73.0% | $7,353-71.5% | $6,342-67.0% |
| Admin fee / account holder | $440 | $12,559-96.5% | $10,802-95.9% | $12,315-96.4% |