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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 | $13,090 | $162,136-91.9% | $152,301-91.4% | $154,746-91.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 4.53% | 91.02%-86.5pp | 80.50%-76.0pp | 172.34%-167.8pp |
| Employer contribution / active EE | $1,260 | $4,890-74.2% | $4,624-72.7% | $4,379-71.2% |
| Participant deferral / active EE | $222 | $8,341-97.3% | $8,004-97.2% | $6,730-96.7% |
| Admin fee / account holder | $61,701 | $15,759+291.5% | $14,398+328.5% | $14,365+329.5% |