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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 | $29,146 | $197,637-85.3% | $177,848-83.6% | $158,982-81.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 4.06% | 58.77%-54.7pp | 48.33%-44.3pp | 302.99%-298.9pp |
| Employer contribution / active EE | $1,844 | $6,698-72.5% | $5,919-68.8% | $4,763-61.3% |
| Participant deferral / active EE | $2,086 | $8,405-75.2% | $7,714-73.0% | $5,983-65.1% |
| Admin fee / account holder | $12,655 | $15,406-17.9% | $12,431+1.8% | $11,252+12.5% |