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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 | $16,883 | $157,296-89.3% | $141,191-88.0% | $152,897-89.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 9.74% | 64.34%-54.6pp | 71.41%-61.7pp | 345.43%-335.7pp |
| Employer contribution / active EE | $1,050 | $5,262-80.0% | $4,736-77.8% | $4,764-78.0% |
| Participant deferral / active EE | $1,273 | $7,111-82.1% | $6,710-81.0% | $5,851-78.2% |
| Admin fee / account holder | $3,886 | $12,125-67.9% | $10,264-62.1% | $11,599-66.5% |