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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 | $7,920 | $165,381-95.2% | $149,730-94.7% | $158,966-95.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 0.55% | 348.29%-347.7pp | 276.70%-276.1pp | 302.95%-302.4pp |
| Employer contribution / active EE | $1,783 | $5,104-65.1% | $4,645-61.6% | $4,762-62.6% |
| Participant deferral / active EE | $665 | $7,182-90.7% | $6,843-90.3% | $5,983-88.9% |
| Admin fee / account holder | $4,071 | $10,809-62.3% | $9,310-56.3% | $11,250-63.8% |