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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 | $11,926 | $198,457-94.0% | $170,435-93.0% | $147,586-91.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.03% | 257.30%-249.3pp | 205.94%-197.9pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,560 | $6,183-74.8% | $5,432-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $391 | $5,629-93.1% | $4,939-92.1% | $5,439-92.8% |
| Admin fee / account holder | $6,533 | $16,852-61.2% | $13,881-52.9% | $10,886-40.0% |