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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 | $13,075 | $202,342-93.5% | $172,753-92.4% | $152,909-91.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 8.56% | 1029.88%-1021.3pp | 803.00%-794.4pp | 345.46%-336.9pp |
| Employer contribution / active EE | $1,505 | $5,857-74.3% | $5,144-70.7% | $4,764-68.4% |
| Participant deferral / active EE | $2,042 | $5,948-65.7% | $5,198-60.7% | $5,851-65.1% |
| Admin fee / account holder | $1,967 | $17,112-88.5% | $13,956-85.9% | $11,601-83.0% |