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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 | $7,104 | $154,228-95.4% | $145,433-95.1% | $137,256-94.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 5.43% | 74.59%-69.2pp | 66.58%-61.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,732 | $4,804-64.0% | $4,554-62.0% | $4,156-58.3% |
| Participant deferral / active EE | $1,859 | $8,216-77.4% | $7,897-76.5% | $6,407-71.0% |
| Admin fee / account holder | $377 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |