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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 | $4,461 | $172,111-97.4% | $150,298-97.0% | $137,256-96.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 10.56% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,011 | $4,636-78.2% | $4,154-75.7% | $4,156-75.7% |
| Participant deferral / active EE | $1,228 | $6,166-80.1% | $5,453-77.5% | $6,407-80.8% |
| Admin fee / account holder | $826 | $16,471-95.0% | $14,116-94.1% | $12,270-93.3% |