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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 | $8,285 | $135,956-93.9% | $123,894-93.3% | $273,972-97.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.72% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $2,235 | $5,170-56.8% | $4,617-51.6% | $4,869-54.1% |
| Participant deferral / active EE | $1,175 | $6,343-81.5% | $5,984-80.4% | $5,287-77.8% |
| Admin fee / account holder | $1,900 | $9,817-80.7% | $8,357-77.3% | $10,133-81.3% |