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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 | $14,966 | $185,312-91.9% | $161,489-90.7% | $154,746-90.3% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 8.05% | 103.84%-95.8pp | 89.72%-81.7pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,032 | $4,769-78.4% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $781 | $6,350-87.7% | $5,630-86.1% | $6,730-88.4% |
| Admin fee / account holder | $1,552 | $18,654-91.7% | $16,006-90.3% | $14,365-89.2% |