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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 | $2,392 | $156,398-98.5% | $147,318-98.4% | $138,895-98.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 10.55% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $931 | $4,853-80.8% | $4,593-79.7% | $4,194-77.8% |
| Participant deferral / active EE | $1,095 | $8,237-86.7% | $7,906-86.2% | $6,396-82.9% |
| Admin fee / account holder | $10,335 | $14,976-31.0% | $13,708-24.6% | $12,562-17.7% |