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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 | $16,626 | $201,372-91.7% | $184,260-91.0% | $145,884-88.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 5.38% | 29.04%-23.7pp | 28.84%-23.5pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $385 | $9,808-96.1% | $9,133-95.8% | $6,690-94.3% |
| Admin fee / account holder | $12,097 | $16,362-26.1% | $13,898-13.0% | $13,392-9.7% |