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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 | $16,158 | $157,304-89.7% | $141,197-88.6% | $152,909-89.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 12.16% | 64.34%-52.2pp | 71.41%-59.2pp | 345.46%-333.3pp |
| Employer contribution / active EE | $1,205 | $5,263-77.1% | $4,736-74.6% | $4,764-74.7% |
| Participant deferral / active EE | $2,275 | $7,111-68.0% | $6,710-66.1% | $5,851-61.1% |
| Admin fee / account holder | $15,040 | $12,126+24.0% | $10,265+46.5% | $11,601+29.6% |