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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 | $11,329 | $175,259-93.5% | $149,723-92.4% | $139,487-91.9% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 4.81% | 166.82%-162.0pp | 134.50%-129.7pp | 373.84%-369.0pp |
| Employer contribution / active EE | $1,429 | $5,478-73.9% | $4,821-70.4% | $4,755-69.9% |
| Participant deferral / active EE | $470 | $6,522-92.8% | $5,682-91.7% | $6,713-93.0% |
| Admin fee / account holder | $1,869 | $16,158-88.4% | $13,215-85.9% | $11,407-83.6% |