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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 | $8,918 | $125,184-92.9% | $105,607-91.6% | $145,884-93.9% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.5pp | 80.3%-7.6pp |
| Annual return | 6.86% | 225.00%-218.1pp | 116.11%-109.2pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,890 | $3,720-49.2% | $3,167-40.3% | $4,662-59.5% |
| Participant deferral / active EE | $1,043 | $5,714-81.8% | $5,011-79.2% | $6,690-84.4% |
| Admin fee / account holder | $6,635 | $17,133-61.3% | $10,958-39.5% | $13,392-50.5% |