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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 | $11,611 | $178,174-93.5% | $156,181-92.6% | $137,256-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.17% | 84.19%-76.0pp | 64.87%-56.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,725 | $4,972-65.3% | $4,294-59.8% | $4,156-58.5% |
| Participant deferral / active EE | $820 | $6,888-88.1% | $6,132-86.6% | $6,407-87.2% |
| Admin fee / account holder | $12,573 | $17,404-27.8% | $14,586-13.8% | $12,270+2.5% |