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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 | $16,404 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.10% | 61.37%-54.3pp | 64.87%-57.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,277 | $5,317-76.0% | $4,676-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $1,361 | $6,466-79.0% | $5,629-75.8% | $6,691-79.7% |
| Admin fee / account holder | $10,302 | $19,316-46.7% | $15,914-35.3% | $13,402-23.1% |