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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 | $3,582 | $154,228-97.7% | $145,433-97.5% | $137,256-97.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.34% | 74.59%-68.3pp | 66.58%-60.2pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,456 | $4,804-69.7% | $4,554-68.0% | $4,156-65.0% |
| Participant deferral / active EE | $1,599 | $8,216-80.5% | $7,897-79.8% | $6,407-75.0% |
| Admin fee / account holder | $2,696 | $14,344-81.2% | $13,129-79.5% | $12,270-78.0% |