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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 | $19,570 | $165,381-88.2% | $149,730-86.9% | $158,966-87.7% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 0.35% | 348.29%-347.9pp | 276.70%-276.4pp | 302.95%-302.6pp |
| Employer contribution / active EE | $1,475 | $5,104-71.1% | $4,645-68.2% | $4,762-69.0% |
| Participant deferral / active EE | $2,281 | $7,182-68.2% | $6,843-66.7% | $5,983-61.9% |
| Admin fee / account holder | $13,276 | $10,809+22.8% | $9,310+42.6% | $11,250+18.0% |