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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 | $7,996 | $174,379-95.4% | $152,093-94.7% | $138,895-94.2% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 9.23% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,439 | $4,652-69.1% | $4,175-65.5% | $4,194-65.7% |
| Participant deferral / active EE | $1,443 | $6,159-76.6% | $5,451-73.5% | $6,396-77.4% |
| Admin fee / account holder | $1,388 | $16,880-91.8% | $14,497-90.4% | $12,562-89.0% |