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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 | $7,715 | $136,860-94.4% | $120,344-93.6% | $154,746-95.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.92% | 21.38%-13.5pp | 20.30%-12.4pp | 172.34%-164.4pp |
| Employer contribution / active EE | $1,882 | $3,533-46.7% | $3,020-37.7% | $4,379-57.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,741 | $15,393-56.2% | $12,742-47.1% | $14,365-53.1% |