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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 | $10,577 | $162,136-93.5% | $152,301-93.1% | $154,746-93.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.08% | 91.02%-88.9pp | 80.50%-78.4pp | 172.34%-170.3pp |
| Employer contribution / active EE | $2,090 | $4,890-57.3% | $4,624-54.8% | $4,379-52.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $75,612 | $15,759+379.8% | $14,398+425.2% | $14,365+426.4% |