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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 | $1,141 | $183,539-99.4% | $155,556-99.3% | $145,897-99.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 4.18% | 61.31%-57.1pp | 64.84%-60.7pp | 552.29%-548.1pp |
| Employer contribution / active EE | $1,073 | $5,315-79.8% | $4,675-77.0% | $4,663-77.0% |
| Participant deferral / active EE | $1,440 | $6,467-77.7% | $5,631-74.4% | $6,689-78.5% |
| Admin fee / account holder | $12,543 | $19,275-34.9% | $15,885-21.0% | $13,390-6.3% |