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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 | $9,470 | $165,381-94.3% | $149,730-93.7% | $158,966-94.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.38% | 348.29%-340.9pp | 276.70%-269.3pp | 302.95%-295.6pp |
| Employer contribution / active EE | $3,186 | $5,104-37.6% | $4,645-31.4% | $4,762-33.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,165 | $10,809-80.0% | $9,310-76.7% | $11,250-80.8% |