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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 | $148,623-95.3% | $135,974-94.9% | $139,466-95.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.02% | 79.30%-70.3pp | 68.30%-59.3pp | 373.66%-364.6pp |
| Employer contribution / active EE | $1,659 | $5,246-68.4% | $4,859-65.9% | $4,754-65.1% |
| Participant deferral / active EE | $1,025 | $8,103-87.4% | $7,760-86.8% | $6,712-84.7% |
| Admin fee / account holder | $3,761 | $12,406-69.7% | $10,767-65.1% | $11,409-67.0% |