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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 | $12,265 | $202,345-93.9% | $172,755-92.9% | $152,885-92.0% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 4.82% | 1029.77%-1025.0pp | 802.94%-798.1pp | 345.39%-340.6pp |
| Employer contribution / active EE | $1,474 | $5,858-74.8% | $5,144-71.4% | $4,763-69.1% |
| Participant deferral / active EE | $225 | $5,948-96.2% | $5,198-95.7% | $5,851-96.2% |
| Admin fee / account holder | $1,145 | $17,111-93.3% | $13,955-91.8% | $11,598-90.1% |