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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 | $10,982 | $149,679-92.7% | $117,039-90.6% | $147,586-92.6% |
| Participation rate | 78.9% | 83.5%-4.5pp | 77.2%+1.8pp | 82.8%-3.9pp |
| Annual return | 6.18% | 19.31%-13.1pp | 18.95%-12.8pp | 578.59%-572.4pp |
| Employer contribution / active EE | $984 | $4,937-80.1% | $3,785-74.0% | $4,876-79.8% |
| Participant deferral / active EE | $1,232 | $4,912-74.9% | $3,929-68.7% | $5,439-77.4% |
| Admin fee / account holder | $19,359 | $7,856+146.4% | $5,974+224.1% | $10,886+77.8% |