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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 | $15,238 | $183,516-91.7% | $155,534-90.2% | $145,884-89.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.86% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,142 | $5,315-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $1,755 | $6,467-72.9% | $5,630-68.8% | $6,690-73.8% |
| Admin fee / account holder | $1,724 | $19,293-91.1% | $15,900-89.2% | $13,392-87.1% |