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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 | $11,047 | $202,342-94.5% | $172,752-93.6% | $152,897-92.8% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 9.22% | 1029.83%-1020.6pp | 802.97%-793.8pp | 345.43%-336.2pp |
| Employer contribution / active EE | $1,270 | $5,858-78.3% | $5,144-75.3% | $4,764-73.3% |
| Participant deferral / active EE | $1,378 | $5,948-76.8% | $5,198-73.5% | $5,851-76.4% |
| Admin fee / account holder | $334 | $17,111-98.0% | $13,955-97.6% | $11,599-97.1% |