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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 | $13,245 | $183,592-92.8% | $155,574-91.5% | $145,877-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.01% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,390 | $5,317-55.0% | $4,676-48.9% | $4,663-48.7% |
| Participant deferral / active EE | $779 | $6,466-87.9% | $5,629-86.2% | $6,691-88.4% |
| Admin fee / account holder | $658 | $19,316-96.6% | $15,914-95.9% | $13,402-95.1% |