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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 | $16,158 | $202,342-92.0% | $172,753-90.6% | $152,909-89.4% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.5%+8.0pp |
| Annual return | 6.60% | 1029.88%-1023.3pp | 803.00%-796.4pp | 345.46%-338.9pp |
| Employer contribution / active EE | $2,259 | $5,857-61.4% | $5,144-56.1% | $4,764-52.6% |
| Participant deferral / active EE | $1,665 | $5,948-72.0% | $5,198-68.0% | $5,851-71.5% |
| Admin fee / account holder | $979 | $17,112-94.3% | $13,956-93.0% | $11,601-91.6% |