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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 | $6,918 | $148,582-95.3% | $135,942-94.9% | $139,456-95.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.02% | 79.26%-70.2pp | 68.28%-59.3pp | 373.45%-364.4pp |
| Employer contribution / active EE | $1,659 | $5,245-68.4% | $4,858-65.9% | $4,753-65.1% |
| Participant deferral / active EE | $1,025 | $8,101-87.4% | $7,759-86.8% | $6,711-84.7% |
| Admin fee / account holder | $3,761 | $12,402-69.7% | $10,764-65.1% | $11,407-67.0% |