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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 | $16,180 | $148,623-89.1% | $135,974-88.1% | $139,466-88.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.56% | 79.30%-67.7pp | 68.30%-56.7pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,219 | $5,246-76.8% | $4,859-74.9% | $4,754-74.4% |
| Participant deferral / active EE | $2,123 | $8,103-73.8% | $7,760-72.6% | $6,712-68.4% |
| Admin fee / account holder | $2,751 | $12,406-77.8% | $10,767-74.4% | $11,409-75.9% |