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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 | $28,057 | $198,462-85.9% | $170,439-83.5% | $147,585-81.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 6.09% | 257.30%-251.2pp | 205.94%-199.9pp | 578.58%-572.5pp |
| Employer contribution / active EE | $1,573 | $6,184-74.6% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $206 | $5,629-96.3% | $4,939-95.8% | $5,439-96.2% |
| Admin fee / account holder | $7,973 | $16,852-52.7% | $13,881-42.6% | $10,886-26.8% |