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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 | $13,556 | $176,838-92.3% | $146,685-90.8% | $167,518-91.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.66% | 24.04%-19.4pp | 22.75%-18.1pp | 478.71%-474.1pp |
| Employer contribution / active EE | $3,575 | $5,161-30.7% | $4,137-13.6% | $4,838-26.1% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,246 | $13,262-90.6% | $10,281-87.9% | $12,312-89.9% |