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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 | $10,908 | $124,330-91.2% | $109,173-90.0% | $167,536-93.5% |
| Participation rate | 73.7% | 79.5%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 9.43% | 26.04%-16.6pp | 25.75%-16.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $2,350 | $4,209-44.2% | $3,723-36.9% | $4,839-51.4% |
| Participant deferral / active EE | $182 | $5,256-96.5% | $4,654-96.1% | $6,342-97.1% |
| Admin fee / account holder | $1,014 | $7,974-87.3% | $6,755-85.0% | $12,315-91.8% |