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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 | $12,621 | $115,917-89.1% | $100,535-87.4% | $158,982-92.1% |
| Participation rate | 88.2% | 81.6%+6.6pp | 79.4%+8.8pp | 82.0%+6.3pp |
| Annual return | 3.13% | 34.80%-31.7pp | 30.90%-27.8pp | 302.99%-299.9pp |
| Employer contribution / active EE | $938 | $4,105-77.2% | $3,419-72.6% | $4,763-80.3% |
| Participant deferral / active EE | $1,880 | $6,677-71.8% | $6,271-70.0% | $5,983-68.6% |
| Admin fee / account holder | $330 | $11,002-97.0% | $8,085-95.9% | $11,252-97.1% |