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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 | $13,262 | $124,330-89.3% | $109,173-87.9% | $167,536-92.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.72% | 26.04%-19.3pp | 25.75%-19.0pp | 478.82%-472.1pp |
| Employer contribution / active EE | $5,874 | $4,209+39.5% | $3,723+57.8% | $4,839+21.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,046 | $7,974-49.3% | $6,755-40.1% | $12,315-67.1% |