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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 | $12,770 | $183,539-93.0% | $155,556-91.8% | $145,897-91.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.21% | 61.31%-54.1pp | 64.84%-57.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,378 | $5,315-74.1% | $4,675-70.5% | $4,663-70.4% |
| Participant deferral / active EE | $1,790 | $6,467-72.3% | $5,631-68.2% | $6,689-73.2% |
| Admin fee / account holder | $1,010 | $19,275-94.8% | $15,885-93.6% | $13,390-92.5% |