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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 | $11,692 | $211,288-94.5% | $178,540-93.5% | $145,884-92.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.03% | 30.27%-24.2pp | 27.15%-21.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,240 | $4,574-72.9% | $3,953-68.6% | $4,662-73.4% |
| Participant deferral / active EE | $100 | $6,967-98.6% | $6,281-98.4% | $6,690-98.5% |
| Admin fee / account holder | $355 | $12,105-97.1% | $10,424-96.6% | $13,392-97.3% |