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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 | $12,318 | $162,136-92.4% | $152,301-91.9% | $154,746-92.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.26% | 91.02%-83.8pp | 80.50%-73.2pp | 172.34%-165.1pp |
| Employer contribution / active EE | $7,672 | $4,890+56.9% | $4,624+65.9% | $4,379+75.2% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33,680 | $15,759+113.7% | $14,398+133.9% | $14,365+134.5% |