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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 | $12,038 | $202,463-94.1% | $169,397-92.9% | $139,487-91.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 8.68% | 532.64%-524.0pp | 406.23%-397.5pp | 373.84%-365.2pp |
| Employer contribution / active EE | $1,006 | $4,694-78.6% | $4,013-74.9% | $4,755-78.8% |
| Participant deferral / active EE | $1,154 | $6,941-83.4% | $6,223-81.4% | $6,713-82.8% |
| Admin fee / account holder | $9,130 | $10,726-14.9% | $9,017+1.3% | $11,407-20.0% |