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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 | $15,446 | $148,582-89.6% | $135,942-88.6% | $139,456-88.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 9.55% | 79.26%-69.7pp | 68.28%-58.7pp | 373.45%-363.9pp |
| Employer contribution / active EE | $1,010 | $5,245-80.7% | $4,858-79.2% | $4,753-78.7% |
| Participant deferral / active EE | $1,073 | $8,101-86.8% | $7,759-86.2% | $6,711-84.0% |
| Admin fee / account holder | $9,753 | $12,402-21.4% | $10,764-9.4% | $11,407-14.5% |