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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 | $12,207 | $178,174-93.1% | $156,181-92.2% | $137,256-91.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 8.92% | 84.19%-75.3pp | 64.87%-56.0pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,913 | $4,972-41.4% | $4,294-32.2% | $4,156-29.9% |
| Participant deferral / active EE | $708 | $6,888-89.7% | $6,132-88.5% | $6,407-89.0% |
| Admin fee / account holder | $11,962 | $17,404-31.3% | $14,586-18.0% | $12,270-2.5% |