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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 | $9,828 | $202,345-95.1% | $172,755-94.3% | $152,885-93.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 12.13% | 1029.77%-1017.6pp | 802.94%-790.8pp | 345.39%-333.3pp |
| Employer contribution / active EE | $1,749 | $5,858-70.1% | $5,144-66.0% | $4,763-63.3% |
| Participant deferral / active EE | $1,440 | $5,948-75.8% | $5,198-72.3% | $5,851-75.4% |
| Admin fee / account holder | $2,031 | $17,111-88.1% | $13,955-85.4% | $11,598-82.5% |