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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 | $9,921 | $184,014-94.6% | $161,149-93.8% | $138,895-92.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 4.01% | 21.52%-17.5pp | 21.16%-17.2pp | 145.39%-141.4pp |
| Employer contribution / active EE | $1,195 | $5,055-76.4% | $4,360-72.6% | $4,194-71.5% |
| Participant deferral / active EE | $1,195 | $6,909-82.7% | $6,153-80.6% | $6,396-81.3% |
| Admin fee / account holder | $2,583 | $18,027-85.7% | $15,194-83.0% | $12,562-79.4% |