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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 | $6,101 | $174,379-96.5% | $152,093-96.0% | $138,895-95.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 9.75% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,145 | $4,652-75.4% | $4,175-72.6% | $4,194-72.7% |
| Participant deferral / active EE | $1,580 | $6,159-74.3% | $5,451-71.0% | $6,396-75.3% |
| Admin fee / account holder | $7,602 | $16,880-55.0% | $14,497-47.6% | $12,562-39.5% |