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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 | $13,029 | $183,516-92.9% | $155,534-91.6% | $145,884-91.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $4,091 | $5,315-23.0% | $4,675-12.5% | $4,662-12.2% |
| Participant deferral / active EE | $1,208 | $6,467-81.3% | $5,630-78.5% | $6,690-81.9% |
| Admin fee / account holder | $438 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |