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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 | $8,268 | $112,131-92.6% | $95,964-91.4% | $158,982-94.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 5.34% | 171.19%-165.8pp | 91.64%-86.3pp | 302.99%-297.7pp |
| Employer contribution / active EE | $1,836 | $3,199-42.6% | $2,541-27.8% | $4,763-61.4% |
| Participant deferral / active EE | $251 | $4,784-94.7% | $4,167-94.0% | $5,983-95.8% |
| Admin fee / account holder | $8,352 | $10,136-17.6% | $6,797+22.9% | $11,252-25.8% |