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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 | $15,963 | $135,956-88.3% | $123,894-87.1% | $273,972-94.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 3.45% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,264 | $5,170-75.5% | $4,617-72.6% | $4,869-74.0% |
| Participant deferral / active EE | $1,745 | $6,343-72.5% | $5,984-70.8% | $5,287-67.0% |
| Admin fee / account holder | $5,574 | $9,817-43.2% | $8,357-33.3% | $10,133-45.0% |