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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 | $7,487 | $183,516-95.9% | $155,534-95.2% | $145,884-94.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 3.08% | 61.43%-58.3pp | 64.92%-61.8pp | 551.85%-548.8pp |
| Employer contribution / active EE | $1,359 | $5,315-74.4% | $4,675-70.9% | $4,662-70.9% |
| Participant deferral / active EE | $1,776 | $6,467-72.5% | $5,630-68.4% | $6,690-73.4% |
| Admin fee / account holder | $328 | $19,293-98.3% | $15,900-97.9% | $13,392-97.6% |