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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 | $9,838 | $209,888-95.3% | $189,545-94.8% | $167,553-94.1% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 5.72% | 748.66%-742.9pp | 555.36%-549.6pp | 478.89%-473.2pp |
| Employer contribution / active EE | $1,784 | $6,915-74.2% | $6,162-71.0% | $4,840-63.1% |
| Participant deferral / active EE | $388 | $8,934-95.7% | $8,220-95.3% | $6,343-93.9% |
| Admin fee / account holder | $4,441 | $14,300-68.9% | $12,049-63.1% | $12,316-63.9% |