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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 | $213,785-95.4% | $185,441-94.7% | $155,188-93.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 80.3%-8.8pp | 80.8%-9.4pp |
| Annual return | 4.01% | 19.97%-16.0pp | 20.16%-16.2pp | 148.84%-144.8pp |
| Employer contribution / active EE | $1,195 | $5,393-77.8% | $4,672-74.4% | $4,248-71.9% |
| Participant deferral / active EE | $1,195 | $6,864-82.6% | $6,152-80.6% | $6,531-81.7% |
| Admin fee / account holder | $2,583 | $21,134-87.8% | $17,890-85.6% | $14,480-82.2% |