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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 | $12,058 | $154,228-92.2% | $145,433-91.7% | $137,256-91.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.00% | 74.59%-70.6pp | 66.58%-62.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,694 | $4,804-64.7% | $4,554-62.8% | $4,156-59.2% |
| Participant deferral / active EE | $1,969 | $8,216-76.0% | $7,897-75.1% | $6,407-69.3% |
| Admin fee / account holder | $30,331 | $14,344+111.5% | $13,129+131.0% | $12,270+147.2% |