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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 | $6,438 | $183,539-96.5% | $155,556-95.9% | $145,897-95.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 5.18% | 61.31%-56.1pp | 64.84%-59.7pp | 552.29%-547.1pp |
| Employer contribution / active EE | $1,409 | $5,315-73.5% | $4,675-69.9% | $4,663-69.8% |
| Participant deferral / active EE | $301 | $6,467-95.4% | $5,631-94.7% | $6,689-95.5% |
| Admin fee / account holder | $2,535 | $19,275-86.8% | $15,885-84.0% | $13,390-81.1% |