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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 | $14,280 | $185,856-92.3% | $170,028-91.6% | $139,456-89.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 5.17% | 60.52%-55.4pp | 53.39%-48.2pp | 373.45%-368.3pp |
| Employer contribution / active EE | $1,920 | $7,593-74.7% | $6,788-71.7% | $4,753-59.6% |
| Participant deferral / active EE | $1,936 | $11,623-83.3% | $10,409-81.4% | $6,711-71.2% |
| Admin fee / account holder | $1,579 | $15,387-89.7% | $12,820-87.7% | $11,407-86.2% |