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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 | $154,228-91.5% | $145,433-91.0% | $137,256-90.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 4.53% | 74.59%-70.1pp | 66.58%-62.1pp | 220.34%-215.8pp |
| Employer contribution / active EE | $1,260 | $4,804-73.8% | $4,554-72.3% | $4,156-69.7% |
| Participant deferral / active EE | $222 | $8,216-97.3% | $7,897-97.2% | $6,407-96.5% |
| Admin fee / account holder | $61,701 | $14,344+330.2% | $13,129+370.0% | $12,270+402.9% |