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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 | $11,189 | $198,457-94.4% | $170,435-93.4% | $147,586-92.4% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 4.93% | 257.30%-252.4pp | 205.94%-201.0pp | 578.59%-573.7pp |
| Employer contribution / active EE | $1,978 | $6,183-68.0% | $5,432-63.6% | $4,876-59.4% |
| Participant deferral / active EE | $774 | $5,629-86.3% | $4,939-84.3% | $5,439-85.8% |
| Admin fee / account holder | $2,391 | $16,852-85.8% | $13,881-82.8% | $10,886-78.0% |