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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 | $6,821 | $162,136-95.8% | $152,301-95.5% | $154,746-95.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.79% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,925 | $4,890-60.6% | $4,624-58.4% | $4,379-56.0% |
| Participant deferral / active EE | $2,566 | $8,341-69.2% | $8,004-67.9% | $6,730-61.9% |
| Admin fee / account holder | $9,910 | $15,759-37.1% | $14,398-31.2% | $14,365-31.0% |