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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 | $11,896 | $127,387-90.7% | $115,038-89.7% | $125,389-90.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -12.15% | 31.28%-43.4pp | 26.14%-38.3pp | 282.24%-294.4pp |
| Employer contribution / active EE | $7,217 | $5,166+39.7% | $4,608+56.6% | $4,866+48.3% |
| Participant deferral / active EE | $543 | $6,423-91.6% | $6,026-91.0% | $5,352-89.9% |
| Admin fee / account holder | $951 | $9,516-90.0% | $8,175-88.4% | $9,541-90.0% |