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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 | $155,555-96.9% | $146,866-96.7% | $155,188-96.9% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.5%+13.3pp | 80.8%+15.0pp |
| Annual return | 10.22% | 115.41%-105.2pp | 102.85%-92.6pp | 148.84%-138.6pp |
| Employer contribution / active EE | $1,209 | $4,647-74.0% | $4,425-72.7% | $4,248-71.5% |
| Participant deferral / active EE | $2,052 | $8,044-74.5% | $7,759-73.6% | $6,531-68.6% |
| Admin fee / account holder | $1,576 | $14,755-89.3% | $13,620-88.4% | $14,480-89.1% |