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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 | $183,516-94.9% | $155,534-94.0% | $145,884-93.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.76% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,058 | $5,315-61.3% | $4,675-56.0% | $4,662-55.9% |
| Participant deferral / active EE | $625 | $6,467-90.3% | $5,630-88.9% | $6,690-90.7% |
| Admin fee / account holder | $2,634 | $19,293-86.3% | $15,900-83.4% | $13,392-80.3% |