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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 | $11,270 | $106,280-89.4% | $96,538-88.3% | $139,487-91.9% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 8.99% | 38.48%-29.5pp | 35.74%-26.7pp | 373.84%-364.9pp |
| Employer contribution / active EE | $1,566 | $4,107-61.9% | $3,740-58.1% | $4,755-67.1% |
| Participant deferral / active EE | $1,032 | $5,457-81.1% | $4,880-78.8% | $6,713-84.6% |
| Admin fee / account holder | $1,061 | $7,888-86.6% | $6,737-84.3% | $11,407-90.7% |