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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 | $6,723 | $185,312-96.4% | $161,489-95.8% | $154,746-95.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.72% | 103.84%-96.1pp | 89.72%-82.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,782 | $4,769-41.7% | $4,268-34.8% | $4,379-36.5% |
| Participant deferral / active EE | $261 | $6,350-95.9% | $5,630-95.4% | $6,730-96.1% |
| Admin fee / account holder | $6,977 | $18,654-62.6% | $16,006-56.4% | $14,365-51.4% |