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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 | $15,360 | $175,259-91.2% | $149,723-89.7% | $139,487-89.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 166.82%-157.0pp | 134.50%-124.7pp | 373.84%-364.0pp |
| Employer contribution / active EE | $4,288 | $5,478-21.7% | $4,821-11.1% | $4,755-9.8% |
| Participant deferral / active EE | $49 | $6,522-99.2% | $5,682-99.1% | $6,713-99.3% |
| Admin fee / account holder | $1,592 | $16,158-90.2% | $13,215-88.0% | $11,407-86.0% |