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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 | $4,411 | $181,062-97.6% | $158,223-97.2% | $155,188-97.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 79.2%+15.8pp | 80.8%+14.2pp |
| Annual return | 3.88% | 57.39%-53.5pp | 52.09%-48.2pp | 148.84%-145.0pp |
| Employer contribution / active EE | $946 | $4,565-79.3% | $4,109-77.0% | $4,248-77.7% |
| Participant deferral / active EE | $1,107 | $6,134-82.0% | $5,467-79.7% | $6,531-83.0% |
| Admin fee / account holder | $378 | $18,825-98.0% | $16,047-97.6% | $14,480-97.4% |