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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 | $11,087 | $135,956-91.8% | $123,894-91.1% | $273,972-96.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 2.86% | 56.63%-53.8pp | 47.52%-44.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $910 | $5,170-82.4% | $4,617-80.3% | $4,869-81.3% |
| Participant deferral / active EE | $768 | $6,343-87.9% | $5,984-87.2% | $5,287-85.5% |
| Admin fee / account holder | $465 | $9,817-95.3% | $8,357-94.4% | $10,133-95.4% |