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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 | $6,394 | $172,111-96.3% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 4.70% | 69.37%-64.7pp | 62.79%-58.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $888 | $4,636-80.9% | $4,154-78.6% | $4,156-78.6% |
| Participant deferral / active EE | $1,471 | $6,166-76.1% | $5,453-73.0% | $6,407-77.0% |
| Admin fee / account holder | $1,307 | $16,471-92.1% | $14,116-90.7% | $12,270-89.3% |