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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 | $4,543 | $197,637-97.7% | $177,848-97.4% | $158,982-97.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.87% | 58.77%-52.9pp | 48.33%-42.5pp | 302.99%-297.1pp |
| Employer contribution / active EE | $4,765 | $6,698-28.9% | $5,919-19.5% | $4,7630% |
| Participant deferral / active EE | $1,611 | $8,405-80.8% | $7,714-79.1% | $5,983-73.1% |
| Admin fee / account holder | $1,138 | $15,406-92.6% | $12,431-90.8% | $11,252-89.9% |