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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 | $3,678 | $181,062-98.0% | $158,223-97.7% | $155,188-97.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.03% | 57.39%-50.4pp | 52.09%-45.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $956 | $4,565-79.1% | $4,109-76.7% | $4,248-77.5% |
| Participant deferral / active EE | $1,470 | $6,134-76.0% | $5,467-73.1% | $6,531-77.5% |
| Admin fee / account holder | $13,864 | $18,825-26.4% | $16,047-13.6% | $14,480-4.2% |