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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 | $14,233 | $185,312-92.3% | $161,489-91.2% | $154,746-90.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.05% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,337 | $4,769-72.0% | $4,268-68.7% | $4,379-69.5% |
| Participant deferral / active EE | $229 | $6,350-96.4% | $5,630-95.9% | $6,730-96.6% |
| Admin fee / account holder | $1,656 | $18,654-91.1% | $16,006-89.7% | $14,365-88.5% |