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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 | $8,056 | $115,814-93.0% | $101,275-92.0% | $158,982-94.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 4.97% | 56.16%-51.2pp | 46.48%-41.5pp | 302.99%-298.0pp |
| Employer contribution / active EE | $1,914 | $4,176-54.2% | $3,660-47.7% | $4,763-59.8% |
| Participant deferral / active EE | $387 | $4,958-92.2% | $4,371-91.1% | $5,983-93.5% |
| Admin fee / account holder | $1,453 | $7,249-79.9% | $5,948-75.6% | $11,252-87.1% |