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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 | $11,181 | $211,239-94.7% | $178,528-93.7% | $145,877-92.3% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | -0.64% | 30.22%-30.9pp | 27.11%-27.8pp | 551.28%-551.9pp |
| Employer contribution / active EE | $5,200 | $4,570+13.8% | $3,950+31.6% | $4,663+11.5% |
| Participant deferral / active EE | $527 | $6,963-92.4% | $6,278-91.6% | $6,691-92.1% |
| Admin fee / account holder | $5,213 | $12,095-56.9% | $10,419-50.0% | $13,402-61.1% |