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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 | $6,680 | $183,539-96.4% | $155,556-95.7% | $145,897-95.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.00% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,989 | $5,315-62.6% | $4,675-57.5% | $4,663-57.4% |
| Participant deferral / active EE | $792 | $6,467-87.7% | $5,631-85.9% | $6,689-88.2% |
| Admin fee / account holder | $650 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |