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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 | $13,434 | $202,342-93.4% | $172,752-92.2% | $152,897-91.2% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.5%+7.0pp |
| Annual return | 1.93% | 1029.83%-1027.9pp | 802.97%-801.0pp | 345.43%-343.5pp |
| Employer contribution / active EE | $1,273 | $5,858-78.3% | $5,144-75.3% | $4,764-73.3% |
| Participant deferral / active EE | $1,496 | $5,948-74.9% | $5,198-71.2% | $5,851-74.4% |
| Admin fee / account holder | $5,556 | $17,111-67.5% | $13,955-60.2% | $11,599-52.1% |