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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 | $14,942 | $175,231-91.5% | $149,696-90.0% | $139,466-89.3% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 10.45% | 166.77%-156.3pp | 134.46%-124.0pp | 373.66%-363.2pp |
| Employer contribution / active EE | $3,797 | $5,478-30.7% | $4,821-21.2% | $4,754-20.1% |
| Participant deferral / active EE | $565 | $6,521-91.3% | $5,682-90.1% | $6,712-91.6% |
| Admin fee / account holder | $6,879 | $16,155-57.4% | $13,212-47.9% | $11,409-39.7% |