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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 | $3,881 | $156,398-97.5% | $147,318-97.4% | $138,895-97.2% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 12.11% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,903 | $4,853-60.8% | $4,593-58.6% | $4,194-54.6% |
| Participant deferral / active EE | $2,481 | $8,237-69.9% | $7,906-68.6% | $6,396-61.2% |
| Admin fee / account holder | $3,998 | $14,976-73.3% | $13,708-70.8% | $12,562-68.2% |