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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 | $12,787 | $183,539-93.0% | $155,556-91.8% | $145,897-91.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.77% | 61.31%-55.5pp | 64.84%-59.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $4,844 | $5,315-8.9% | $4,675+3.6% | $4,663+3.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,014 | $19,275-89.6% | $15,885-87.3% | $13,390-85.0% |