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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 | $3,759 | $181,062-97.9% | $158,223-97.6% | $155,188-97.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.88% | 57.39%-49.5pp | 52.09%-44.2pp | 148.84%-141.0pp |
| Employer contribution / active EE | $1,333 | $4,565-70.8% | $4,109-67.6% | $4,248-68.6% |
| Participant deferral / active EE | $1,517 | $6,134-75.3% | $5,467-72.3% | $6,531-76.8% |
| Admin fee / account holder | $2,491 | $18,825-86.8% | $16,047-84.5% | $14,480-82.8% |