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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 | $18,958 | $202,345-90.6% | $172,755-89.0% | $152,885-87.6% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.9pp |
| Annual return | 3.10% | 1029.77%-1026.7pp | 802.94%-799.8pp | 345.39%-342.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,169 | $5,948-80.3% | $5,198-77.5% | $5,851-80.0% |
| Admin fee / account holder | $3,521 | $17,111-79.4% | $13,955-74.8% | $11,598-69.6% |