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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 | $12,194 | $202,326-94.0% | $172,745-92.9% | $152,870-92.0% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 3.81% | 1029.72%-1025.9pp | 802.90%-799.1pp | 345.34%-341.5pp |
| Employer contribution / active EE | $1,886 | $5,858-67.8% | $5,144-63.3% | $4,763-60.4% |
| Participant deferral / active EE | $1,033 | $5,948-82.6% | $5,197-80.1% | $5,850-82.3% |
| Admin fee / account holder | $1,099 | $17,110-93.6% | $13,954-92.1% | $11,597-90.5% |