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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 | $11,285 | $181,062-93.8% | $158,223-92.9% | $155,188-92.7% |
| Participation rate | 73.3% | 82.7%-9.3pp | 79.2%-5.9pp | 80.8%-7.5pp |
| Annual return | 6.44% | 57.39%-50.9pp | 52.09%-45.6pp | 148.84%-142.4pp |
| Employer contribution / active EE | $1,290 | $4,565-71.7% | $4,109-68.6% | $4,248-69.6% |
| Participant deferral / active EE | $1,484 | $6,134-75.8% | $5,467-72.8% | $6,531-77.3% |
| Admin fee / account holder | $2,948 | $18,825-84.3% | $16,047-81.6% | $14,480-79.6% |