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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 | $7,506 | $162,136-95.4% | $152,301-95.1% | $154,746-95.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 11.55% | 91.02%-79.5pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,069 | $8,341-75.2% | $8,004-74.2% | $6,730-69.3% |
| Admin fee / account holder | $5,832 | $15,759-63.0% | $14,398-59.5% | $14,365-59.4% |