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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 | $7,451 | $125,193-94.0% | $105,591-92.9% | $145,978-94.9% |
| Participation rate | 81.0% | 77.6%+3.3pp | 75.3%+5.7pp | 80.3%+0.7pp |
| Annual return | 6.88% | 225.53%-218.7pp | 116.43%-109.5pp | 550.52%-543.6pp |
| Employer contribution / active EE | $807 | $3,718-78.3% | $3,166-74.5% | $4,662-82.7% |
| Participant deferral / active EE | $1,328 | $5,708-76.7% | $5,008-73.5% | $6,690-80.2% |
| Admin fee / account holder | $2,800 | $17,277-83.8% | $11,024-74.6% | $13,400-79.1% |