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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 | $12,913 | $183,592-93.0% | $155,567-91.7% | $145,959-91.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 4.82% | 61.24%-56.4pp | 64.74%-59.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $3,111 | $5,315-41.5% | $4,674-33.4% | $4,661-33.3% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $930 | $19,318-95.2% | $15,916-94.2% | $13,398-93.1% |