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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 | $12,692 | $227,291-94.4% | $214,702-94.1% | $155,188-91.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 6.28% | 60.08%-53.8pp | 54.55%-48.3pp | 148.84%-142.6pp |
| Employer contribution / active EE | $3,376 | $6,772-50.2% | $6,461-47.8% | $4,248-20.5% |
| Participant deferral / active EE | $2,920 | $9,582-69.5% | $9,147-68.1% | $6,531-55.3% |
| Admin fee / account holder | $3,382 | $20,413-83.4% | $19,830-82.9% | $14,480-76.6% |