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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 | $6,997 | $162,136-95.7% | $152,301-95.4% | $154,746-95.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.05% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,456 | $4,890-70.2% | $4,624-68.5% | $4,379-66.8% |
| Participant deferral / active EE | $1,820 | $8,341-78.2% | $8,004-77.3% | $6,730-73.0% |
| Admin fee / account holder | $2,697 | $15,759-82.9% | $14,398-81.3% | $14,365-81.2% |