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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 | $14,013 | $201,370-93.0% | $184,256-92.4% | $145,897-90.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 4.41% | 29.05%-24.6pp | 28.85%-24.4pp | 552.29%-547.9pp |
| Employer contribution / active EE | $1,676 | $7,024-76.1% | $6,427-73.9% | $4,663-64.1% |
| Participant deferral / active EE | $830 | $9,808-91.5% | $9,133-90.9% | $6,689-87.6% |
| Admin fee / account holder | $5,724 | $16,364-65.0% | $13,899-58.8% | $13,390-57.3% |