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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 | $11,833 | $154,228-92.3% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.57% | 74.59%-72.0pp | 66.58%-64.0pp | 220.34%-217.8pp |
| Employer contribution / active EE | $1,105 | $4,804-77.0% | $4,554-75.7% | $4,156-73.4% |
| Participant deferral / active EE | $2,101 | $8,216-74.4% | $7,897-73.4% | $6,407-67.2% |
| Admin fee / account holder | $39,002 | $14,344+171.9% | $13,129+197.1% | $12,270+217.9% |