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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 | $6,238 | $180,749-96.5% | $160,784-96.1% | $137,256-95.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 7.22% | 2234.46%-2227.2pp | 1803.92%-1796.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $533 | $4,155-87.2% | $3,733-85.7% | $4,156-87.2% |
| Participant deferral / active EE | $812 | $6,844-88.1% | $6,293-87.1% | $6,407-87.3% |
| Admin fee / account holder | $6,021 | $10,397-42.1% | $9,717-38.0% | $12,270-50.9% |