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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 | $6,463 | $157,296-95.9% | $141,191-95.4% | $152,897-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.35% | 64.34%-58.0pp | 71.41%-65.1pp | 345.43%-339.1pp |
| Employer contribution / active EE | $1,117 | $5,262-78.8% | $4,736-76.4% | $4,764-76.5% |
| Participant deferral / active EE | $835 | $7,111-88.3% | $6,710-87.6% | $5,851-85.7% |
| Admin fee / account holder | $596 | $12,125-95.1% | $10,264-94.2% | $11,599-94.9% |