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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 | $10,329 | $156,398-93.4% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.8pp | 79.9%+1.3pp |
| Annual return | 11.19% | 78.75%-67.6pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,627 | $4,853-66.5% | $4,593-64.6% | $4,194-61.2% |
| Participant deferral / active EE | $2,171 | $8,237-73.6% | $7,906-72.5% | $6,396-66.1% |
| Admin fee / account holder | $2,392 | $14,976-84.0% | $13,708-82.6% | $12,562-81.0% |