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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 | $9,935 | $183,592-94.6% | $155,567-93.6% | $145,959-93.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 4.15% | 61.24%-57.1pp | 64.74%-60.6pp | 561.95%-557.8pp |
| Employer contribution / active EE | $1,297 | $5,315-75.6% | $4,674-72.2% | $4,661-72.2% |
| Participant deferral / active EE | $1,068 | $6,464-83.5% | $5,628-81.0% | $6,689-84.0% |
| Admin fee / account holder | $617 | $19,318-96.8% | $15,916-96.1% | $13,398-95.4% |