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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 | $6,320 | $183,516-96.6% | $155,534-95.9% | $145,884-95.7% |
| Participation rate | 70.8% | 82.7%-11.9pp | 78.2%-7.4pp | 80.3%-9.5pp |
| Annual return | 6.21% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $3,735 | $5,315-29.7% | $4,675-20.1% | $4,662-19.9% |
| Participant deferral / active EE | $1,286 | $6,467-80.1% | $5,630-77.2% | $6,690-80.8% |
| Admin fee / account holder | $423 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |