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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 | $199,109-95.2% | $173,730-94.5% | $154,746-93.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 5.87% | 20.02%-14.1pp | 19.96%-14.1pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,708 | $5,311-67.8% | $4,577-62.7% | $4,379-61.0% |
| Participant deferral / active EE | $1,045 | $7,113-85.3% | $6,326-83.5% | $6,730-84.5% |
| Admin fee / account holder | $15,252 | $20,916-27.1% | $17,523-13.0% | $14,365+6.2% |