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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 | $7,471 | $174,379-95.7% | $152,093-95.1% | $138,895-94.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.64% | 74.86%-68.2pp | 66.36%-59.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $1,886 | $4,652-59.5% | $4,175-54.8% | $4,194-55.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $26,541 | $16,880+57.2% | $14,497+83.1% | $12,562+111.3% |