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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 | $10,559 | $124,330-91.5% | $109,173-90.3% | $167,536-93.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.88% | 26.04%-17.2pp | 25.75%-16.9pp | 478.82%-469.9pp |
| Employer contribution / active EE | $11,654 | $4,209+176.9% | $3,723+213.1% | $4,839+140.8% |
| Participant deferral / active EE | $487 | $5,256-90.7% | $4,654-89.5% | $6,342-92.3% |
| Admin fee / account holder | $4,868 | $7,974-39.0% | $6,755-27.9% | $12,315-60.5% |