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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 | $6,984 | $154,228-95.5% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.53% | 74.59%-65.1pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $945 | $4,804-80.3% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $1,741 | $8,216-78.8% | $7,897-78.0% | $6,407-72.8% |
| Admin fee / account holder | $15,404 | $14,344+7.4% | $13,129+17.3% | $12,270+25.5% |