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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 | $9,271 | $183,592-95.0% | $155,574-94.0% | $145,877-93.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.76% | 61.37%-53.6pp | 64.87%-57.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,058 | $5,317-61.3% | $4,676-56.0% | $4,663-55.9% |
| Participant deferral / active EE | $625 | $6,466-90.3% | $5,629-88.9% | $6,691-90.7% |
| Admin fee / account holder | $2,634 | $19,316-86.4% | $15,914-83.4% | $13,402-80.3% |