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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 | $15,813 | $129,737-87.8% | $119,126-86.7% | $154,746-89.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.49% | 379.08%-371.6pp | 282.11%-274.6pp | 172.34%-164.8pp |
| Employer contribution / active EE | $14,517 | $4,375+231.8% | $4,034+259.9% | $4,379+231.5% |
| Participant deferral / active EE | $5 | $5,842-99.9% | $5,318-99.9% | $6,730-99.9% |
| Admin fee / account holder | $5,230 | $11,961-56.3% | $10,693-51.1% | $14,365-63.6% |