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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 | $8,217 | $185,905-95.6% | $170,057-95.2% | $139,487-94.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.66% | 60.56%-52.9pp | 53.42%-45.8pp | 373.84%-366.2pp |
| Employer contribution / active EE | $1,447 | $7,597-81.0% | $6,790-78.7% | $4,755-69.6% |
| Participant deferral / active EE | $209 | $11,627-98.2% | $10,411-98.0% | $6,713-96.9% |
| Admin fee / account holder | $6,154 | $15,397-60.0% | $12,826-52.0% | $11,407-46.1% |