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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 | $11,896 | $138,312-91.4% | $122,979-90.3% | $155,188-92.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.25% | 22.06%-15.8pp | 20.12%-13.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $1,164 | $3,530-67.0% | $3,062-62.0% | $4,248-72.6% |
| Participant deferral / active EE | $1,790 | $5,592-68.0% | $5,003-64.2% | $6,531-72.6% |
| Admin fee / account holder | $1,066 | $15,089-92.9% | $12,864-91.7% | $14,480-92.6% |