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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 | $13,575 | $178,174-92.4% | $156,181-91.3% | $137,256-90.1% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 9.60% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,613 | $4,972-47.4% | $4,294-39.1% | $4,156-37.1% |
| Participant deferral / active EE | $276 | $6,888-96.0% | $6,132-95.5% | $6,407-95.7% |
| Admin fee / account holder | $608 | $17,404-96.5% | $14,586-95.8% | $12,270-95.0% |