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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 | $11,099 | $175,259-93.7% | $149,723-92.6% | $139,487-92.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.77% | 166.82%-160.1pp | 134.50%-127.7pp | 373.84%-367.1pp |
| Employer contribution / active EE | $1,498 | $5,478-72.7% | $4,821-68.9% | $4,755-68.5% |
| Participant deferral / active EE | $185 | $6,522-97.2% | $5,682-96.7% | $6,713-97.2% |
| Admin fee / account holder | $905 | $16,158-94.4% | $13,215-93.1% | $11,407-92.1% |