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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 | $201,264-93.0% | $184,185-92.4% | $145,978-90.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 4.41% | 29.00%-24.6pp | 28.81%-24.4pp | 550.52%-546.1pp |
| Employer contribution / active EE | $1,676 | $7,021-76.1% | $6,426-73.9% | $4,662-64.0% |
| Participant deferral / active EE | $830 | $9,806-91.5% | $9,132-90.9% | $6,690-87.6% |
| Admin fee / account holder | $5,724 | $16,376-65.0% | $13,909-58.8% | $13,400-57.3% |