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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 | $16,355 | $148,582-89.0% | $135,942-88.0% | $139,456-88.3% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 10.93% | 79.26%-68.3pp | 68.28%-57.3pp | 373.45%-362.5pp |
| Employer contribution / active EE | $1,037 | $5,245-80.2% | $4,858-78.7% | $4,753-78.2% |
| Participant deferral / active EE | $1,251 | $8,101-84.6% | $7,759-83.9% | $6,711-81.4% |
| Admin fee / account holder | $564 | $12,402-95.5% | $10,764-94.8% | $11,407-95.1% |