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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 | $14,100 | $156,398-91.0% | $147,318-90.4% | $138,895-89.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 3.83% | 78.75%-74.9pp | 70.43%-66.6pp | 145.39%-141.6pp |
| Employer contribution / active EE | $1,632 | $4,853-66.4% | $4,593-64.5% | $4,194-61.1% |
| Participant deferral / active EE | $2,094 | $8,237-74.6% | $7,906-73.5% | $6,396-67.3% |
| Admin fee / account holder | $251,015 | $14,976+1576.1% | $13,708+1731.2% | $12,562+1898.2% |