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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 | $12,639 | $156,398-91.9% | $147,318-91.4% | $138,895-90.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 11.24% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,435 | $4,853-70.4% | $4,593-68.8% | $4,194-65.8% |
| Participant deferral / active EE | $2,446 | $8,237-70.3% | $7,906-69.1% | $6,396-61.8% |
| Admin fee / account holder | $1,177 | $14,976-92.1% | $13,708-91.4% | $12,562-90.6% |