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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 | $208,088-97.0% | $186,193-96.6% | $154,746-96.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 7.22% | 89.97%-82.8pp | 78.03%-70.8pp | 172.34%-165.1pp |
| Employer contribution / active EE | $533 | $4,340-87.7% | $3,918-86.4% | $4,379-87.8% |
| Participant deferral / active EE | $812 | $7,078-88.5% | $6,513-87.5% | $6,730-87.9% |
| Admin fee / account holder | $6,021 | $11,698-48.5% | $11,058-45.5% | $14,365-58.1% |