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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 | $9,477 | $138,312-93.1% | $122,979-92.3% | $155,188-93.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 3.60% | 22.06%-18.5pp | 20.12%-16.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $2,107 | $3,530-40.3% | $3,062-31.2% | $4,248-50.4% |
| Participant deferral / active EE | $1,248 | $5,592-77.7% | $5,003-75.0% | $6,531-80.9% |
| Admin fee / account holder | $431 | $15,089-97.1% | $12,864-96.7% | $14,480-97.0% |