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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 | $155,555-92.3% | $146,866-91.9% | $155,188-92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.09% | 115.41%-112.3pp | 102.85%-99.8pp | 148.84%-145.8pp |
| Employer contribution / active EE | $1,396 | $4,647-70.0% | $4,425-68.4% | $4,248-67.1% |
| Participant deferral / active EE | $2,355 | $8,044-70.7% | $7,759-69.6% | $6,531-63.9% |
| Admin fee / account holder | $31,031 | $14,755+110.3% | $13,620+127.8% | $14,480+114.3% |