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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 | $9,508 | $183,516-94.8% | $155,534-93.9% | $145,884-93.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.72% | 61.43%-54.7pp | 64.92%-58.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $3,350 | $5,315-37.0% | $4,675-28.3% | $4,662-28.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $718 | $19,293-96.3% | $15,900-95.5% | $13,392-94.6% |