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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 | $5,306 | $162,136-96.7% | $152,301-96.5% | $154,746-96.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 7.14% | 91.02%-83.9pp | 80.50%-73.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,285 | $4,890-53.3% | $4,624-50.6% | $4,379-47.8% |
| Participant deferral / active EE | $2,648 | $8,341-68.3% | $8,004-66.9% | $6,730-60.7% |
| Admin fee / account holder | $4,444 | $15,759-71.8% | $14,398-69.1% | $14,365-69.1% |