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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 | $9,475 | $213,785-95.6% | $185,441-94.9% | $155,188-93.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 5.87% | 19.97%-14.1pp | 20.16%-14.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $1,708 | $5,393-68.3% | $4,672-63.4% | $4,248-59.8% |
| Participant deferral / active EE | $1,045 | $6,864-84.8% | $6,152-83.0% | $6,531-84.0% |
| Admin fee / account holder | $15,252 | $21,134-27.8% | $17,890-14.7% | $14,480+5.3% |