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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 | $7,257 | $157,304-95.4% | $141,197-94.9% | $152,909-95.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.05% | 64.34%-61.3pp | 71.41%-68.4pp | 345.46%-342.4pp |
| Employer contribution / active EE | $1,907 | $5,263-63.8% | $4,736-59.7% | $4,764-60.0% |
| Participant deferral / active EE | $1,392 | $7,111-80.4% | $6,710-79.3% | $5,851-76.2% |
| Admin fee / account holder | $1,320 | $12,126-89.1% | $10,265-87.1% | $11,601-88.6% |