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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 | $11,699 | $185,883-93.7% | $170,043-93.1% | $139,466-91.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 8.19% | 60.54%-52.4pp | 53.40%-45.2pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,698 | $7,596-77.6% | $6,790-75.0% | $4,754-64.3% |
| Participant deferral / active EE | $1,746 | $11,626-85.0% | $10,410-83.2% | $6,712-74.0% |
| Admin fee / account holder | $7,196 | $15,393-53.2% | $12,824-43.9% | $11,409-36.9% |