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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 | $16,246 | $162,136-90.0% | $152,301-89.3% | $154,746-89.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.62% | 91.02%-82.4pp | 80.50%-71.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $466 | $8,341-94.4% | $8,004-94.2% | $6,730-93.1% |
| Admin fee / account holder | $20,260 | $15,759+28.6% | $14,398+40.7% | $14,365+41.0% |