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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 | $8,932 | $156,398-94.3% | $147,318-93.9% | $138,895-93.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 6.37% | 78.75%-72.4pp | 70.43%-64.1pp | 145.39%-139.0pp |
| Employer contribution / active EE | $1,481 | $4,853-69.5% | $4,593-67.8% | $4,194-64.7% |
| Participant deferral / active EE | $1,883 | $8,237-77.1% | $7,906-76.2% | $6,396-70.6% |
| Admin fee / account holder | $14,116 | $14,976-5.7% | $13,708+3.0% | $12,562+12.4% |