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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 | $7,375 | $201,370-96.3% | $184,256-96.0% | $145,897-94.9% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 7.79% | 29.05%-21.3pp | 28.85%-21.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,192 | $7,024-68.8% | $6,427-65.9% | $4,663-53.0% |
| Participant deferral / active EE | $2,765 | $9,808-71.8% | $9,133-69.7% | $6,689-58.7% |
| Admin fee / account holder | $1,095 | $16,364-93.3% | $13,899-92.1% | $13,390-91.8% |