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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 | $8,539 | $100,970-91.5% | $96,576-91.2% | $137,256-93.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.38% | 38.16%-27.8pp | 38.47%-28.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $888 | $3,809-76.7% | $3,553-75.0% | $4,156-78.6% |
| Participant deferral / active EE | $1,535 | $8,286-81.5% | $7,956-80.7% | $6,407-76.0% |
| Admin fee / account holder | $3,070 | $11,312-72.9% | $11,381-73.0% | $12,270-75.0% |