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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 | $6,168 | $223,823-97.2% | $211,142-97.1% | $154,746-96.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.54% | 50.39%-41.9pp | 46.84%-38.3pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,809 | $6,787-73.3% | $6,442-71.9% | $4,379-58.7% |
| Participant deferral / active EE | $2,844 | $9,750-70.8% | $9,284-69.4% | $6,730-57.7% |
| Admin fee / account holder | $7,884 | $19,707-60.0% | $19,076-58.7% | $14,365-45.1% |