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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 | $4,803 | $156,398-96.9% | $147,318-96.7% | $138,895-96.5% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 10.22% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,209 | $4,853-75.1% | $4,593-73.7% | $4,194-71.2% |
| Participant deferral / active EE | $2,052 | $8,237-75.1% | $7,906-74.0% | $6,396-67.9% |
| Admin fee / account holder | $1,576 | $14,976-89.5% | $13,708-88.5% | $12,562-87.5% |