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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 | $14,519 | $275,752-94.7% | $256,809-94.3% | $198,609-92.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 0.76% | 34.81%-34.1pp | 32.73%-32.0pp | 202.70%-201.9pp |
| Employer contribution / active EE | $2,588 | $7,721-66.5% | $7,263-64.4% | $5,055-48.8% |
| Participant deferral / active EE | $3,754 | $10,037-62.6% | $9,520-60.6% | $6,977-46.2% |
| Admin fee / account holder | $67,170 | $25,716+161.2% | $25,146+167.1% | $19,030+253.0% |