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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 | $11,452 | $217,427-94.7% | $185,837-93.8% | $167,518-93.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.57% | 148.39%-143.8pp | 122.08%-117.5pp | 478.71%-474.1pp |
| Employer contribution / active EE | $4,706 | $5,874-19.9% | $5,168-8.9% | $4,838-2.7% |
| Participant deferral / active EE | $1,278 | $6,357-79.9% | $5,568-77.0% | $6,342-79.8% |
| Admin fee / account holder | $12,622 | $19,816-36.3% | $16,241-22.3% | $12,312+2.5% |