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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 | $8,683 | $106,247-91.8% | $96,515-91.0% | $139,466-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.77% | 38.47%-28.7pp | 35.73%-26.0pp | 373.66%-363.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,240 | $5,456-77.3% | $4,880-74.6% | $6,712-81.5% |
| Admin fee / account holder | $8,349 | $7,885+5.9% | $6,735+24.0% | $11,409-26.8% |