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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 | $13,993 | $135,956-89.7% | $123,894-88.7% | $273,972-94.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 2.08% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,238 | $5,170-76.1% | $4,617-73.2% | $4,869-74.6% |
| Participant deferral / active EE | $879 | $6,343-86.1% | $5,984-85.3% | $5,287-83.4% |
| Admin fee / account holder | $1,005 | $9,817-89.8% | $8,357-88.0% | $10,133-90.1% |