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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 | $9,083 | $110,337-91.8% | $102,383-91.1% | $145,877-93.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.42% | 24.83%-16.4pp | 24.94%-16.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $10,284 | $4,216+143.9% | $3,870+165.7% | $4,663+120.5% |
| Participant deferral / active EE | $170 | $5,621-97.0% | $5,060-96.6% | $6,691-97.5% |
| Admin fee / account holder | $56,366 | $9,750+478.1% | $8,391+571.7% | $13,402+320.6% |