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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 | $33,945 | $171,867-80.2% | $149,721-77.3% | $147,586-77.0% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 4.09% | 2113.36%-2109.3pp | 1501.67%-1497.6pp | 578.59%-574.5pp |
| Employer contribution / active EE | $1,992 | $6,275-68.3% | $5,444-63.4% | $4,876-59.2% |
| Participant deferral / active EE | $1,075 | $7,270-85.2% | $6,568-83.6% | $5,439-80.2% |
| Admin fee / account holder | $347 | $13,799-97.5% | $11,282-96.9% | $10,886-96.8% |