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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 | $15,141 | $165,361-90.8% | $149,715-89.9% | $158,950-90.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 6.73% | 348.24%-341.5pp | 276.66%-269.9pp | 302.91%-296.2pp |
| Employer contribution / active EE | $1,331 | $5,103-73.9% | $4,645-71.3% | $4,762-72.1% |
| Participant deferral / active EE | $1,950 | $7,182-72.9% | $6,842-71.5% | $5,983-67.4% |
| Admin fee / account holder | $13,905 | $10,808+28.7% | $9,310+49.4% | $11,248+23.6% |