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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 | $8,155 | $217,432-96.2% | $185,851-95.6% | $167,553-95.1% |
| Participation rate | 95.8% | 86.1%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 5.60% | 148.43%-142.8pp | 122.11%-116.5pp | 478.89%-473.3pp |
| Employer contribution / active EE | $1,946 | $5,874-66.9% | $5,168-62.4% | $4,840-59.8% |
| Participant deferral / active EE | $681 | $6,357-89.3% | $5,569-87.8% | $6,343-89.3% |
| Admin fee / account holder | $787 | $19,820-96.0% | $16,245-95.2% | $12,316-93.6% |