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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 | $156,398-95.5% | $147,318-95.3% | $138,895-95.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 9.53% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $945 | $4,853-80.5% | $4,593-79.4% | $4,194-77.5% |
| Participant deferral / active EE | $1,741 | $8,237-78.9% | $7,906-78.0% | $6,396-72.8% |
| Admin fee / account holder | $15,404 | $14,976+2.9% | $13,708+12.4% | $12,562+22.6% |