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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 | $19,427 | $149,679-87.0% | $117,039-83.4% | $147,586-86.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 77.2%+11.7pp | 82.8%+6.1pp |
| Annual return | 6.90% | 19.31%-12.4pp | 18.95%-12.1pp | 578.59%-571.7pp |
| Employer contribution / active EE | $881 | $4,937-82.2% | $3,785-76.7% | $4,876-81.9% |
| Participant deferral / active EE | $162 | $4,912-96.7% | $3,929-95.9% | $5,439-97.0% |
| Admin fee / account holder | $697 | $7,856-91.1% | $5,974-88.3% | $10,886-93.6% |