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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 | $7,003 | $185,312-96.2% | $161,489-95.7% | $154,746-95.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.16% | 103.84%-94.7pp | 89.72%-80.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,726 | $4,769-63.8% | $4,268-59.6% | $4,379-60.6% |
| Participant deferral / active EE | $820 | $6,350-87.1% | $5,630-85.4% | $6,730-87.8% |
| Admin fee / account holder | $1,797 | $18,654-90.4% | $16,006-88.8% | $14,365-87.5% |