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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 | $18,269 | $135,956-86.6% | $123,894-85.3% | $273,972-93.3% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 3.13% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $891 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $1,185 | $6,343-81.3% | $5,984-80.2% | $5,287-77.6% |
| Admin fee / account holder | $3,611 | $9,817-63.2% | $8,357-56.8% | $10,133-64.4% |