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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 | $3,040 | $183,592-98.3% | $155,574-98.0% | $145,877-97.9% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 8.65% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,889 | $5,317-64.5% | $4,676-59.6% | $4,663-59.5% |
| Participant deferral / active EE | $1,346 | $6,466-79.2% | $5,629-76.1% | $6,691-79.9% |
| Admin fee / account holder | $4,499 | $19,316-76.7% | $15,914-71.7% | $13,402-66.4% |