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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 | $18,431 | $202,342-90.9% | $172,752-89.3% | $152,897-87.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 11.42% | 1029.83%-1018.4pp | 802.97%-791.6pp | 345.43%-334.0pp |
| Employer contribution / active EE | $1,336 | $5,858-77.2% | $5,144-74.0% | $4,764-72.0% |
| Participant deferral / active EE | $1,457 | $5,948-75.5% | $5,198-72.0% | $5,851-75.1% |
| Admin fee / account holder | $449 | $17,111-97.4% | $13,955-96.8% | $11,599-96.1% |