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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 | $6,343 | $154,228-95.9% | $145,433-95.6% | $137,256-95.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 11.65% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,286 | $4,804-73.2% | $4,554-71.8% | $4,156-69.0% |
| Participant deferral / active EE | $1,914 | $8,216-76.7% | $7,897-75.8% | $6,407-70.1% |
| Admin fee / account holder | $5,673 | $14,344-60.5% | $13,129-56.8% | $12,270-53.8% |