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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 | $10,121 | $183,516-94.5% | $155,534-93.5% | $145,884-93.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.40% | 61.43%-53.0pp | 64.92%-56.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $4,989 | $5,315-6.1% | $4,675+6.7% | $4,662+7.0% |
| Participant deferral / active EE | $472 | $6,467-92.7% | $5,630-91.6% | $6,690-92.9% |
| Admin fee / account holder | $2,951 | $19,293-84.7% | $15,900-81.4% | $13,392-78.0% |