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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 | $13,440 | $175,259-92.3% | $149,723-91.0% | $139,487-90.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.27% | 166.82%-159.6pp | 134.50%-127.2pp | 373.84%-366.6pp |
| Employer contribution / active EE | $1,775 | $5,478-67.6% | $4,821-63.2% | $4,755-62.7% |
| Participant deferral / active EE | $972 | $6,522-85.1% | $5,682-82.9% | $6,713-85.5% |
| Admin fee / account holder | $824 | $16,158-94.9% | $13,215-93.8% | $11,407-92.8% |