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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 | $15,168 | $148,623-89.8% | $135,974-88.8% | $139,466-89.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.87% | 79.30%-74.4pp | 68.30%-63.4pp | 373.66%-368.8pp |
| Employer contribution / active EE | $2,416 | $5,246-53.9% | $4,859-50.3% | $4,754-49.2% |
| Participant deferral / active EE | $1,985 | $8,103-75.5% | $7,760-74.4% | $6,712-70.4% |
| Admin fee / account holder | $389 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |