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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 | $18,046 | $135,905-86.7% | $126,068-85.7% | $198,609-90.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 2.52% | 14.07%-11.5pp | 15.01%-12.5pp | 202.70%-200.2pp |
| Employer contribution / active EE | $5,260 | $4,245+23.9% | $3,968+32.6% | $5,055+4.0% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $463 | $21,036-97.8% | $18,264-97.5% | $19,030-97.6% |