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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 | $13,896 | $201,370-93.1% | $184,256-92.5% | $145,897-90.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 4.11% | 29.05%-24.9pp | 28.85%-24.7pp | 552.29%-548.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $251 | $9,808-97.4% | $9,133-97.2% | $6,689-96.2% |
| Admin fee / account holder | $2,716 | $16,364-83.4% | $13,899-80.5% | $13,390-79.7% |