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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 | $15,145 | $165,361-90.8% | $149,715-89.9% | $158,950-90.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.70% | 348.24%-343.5pp | 276.66%-272.0pp | 302.91%-298.2pp |
| Employer contribution / active EE | $2,007 | $5,103-60.7% | $4,645-56.8% | $4,762-57.8% |
| Participant deferral / active EE | $836 | $7,182-88.4% | $6,842-87.8% | $5,983-86.0% |
| Admin fee / account holder | $2,070 | $10,808-80.8% | $9,310-77.8% | $11,248-81.6% |