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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 | $11,905 | $162,136-92.7% | $152,301-92.2% | $154,746-92.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.09% | 91.02%-87.9pp | 80.50%-77.4pp | 172.34%-169.3pp |
| Employer contribution / active EE | $1,396 | $4,890-71.5% | $4,624-69.8% | $4,379-68.1% |
| Participant deferral / active EE | $2,355 | $8,341-71.8% | $8,004-70.6% | $6,730-65.0% |
| Admin fee / account holder | $31,031 | $15,759+96.9% | $14,398+115.5% | $14,365+116.0% |