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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 | $14,577 | $198,457-92.7% | $170,435-91.4% | $147,586-90.1% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 3.44% | 257.30%-253.9pp | 205.94%-202.5pp | 578.59%-575.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $103 | $5,629-98.2% | $4,939-97.9% | $5,439-98.1% |
| Admin fee / account holder | $17,198 | $16,852+2.0% | $13,881+23.9% | $10,886+58.0% |