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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 | $2,774 | $185,312-98.5% | $161,489-98.3% | $154,746-98.2% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.7%+7.7pp | 80.7%+5.7pp |
| Annual return | 7.01% | 103.84%-96.8pp | 89.72%-82.7pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,174 | $4,769-75.4% | $4,268-72.5% | $4,379-73.2% |
| Participant deferral / active EE | $888 | $6,350-86.0% | $5,630-84.2% | $6,730-86.8% |
| Admin fee / account holder | $457 | $18,654-97.6% | $16,006-97.1% | $14,365-96.8% |