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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 | $13,886 | $135,956-89.8% | $123,894-88.8% | $273,972-94.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.98% | 56.63%-54.7pp | 47.52%-45.5pp | 41.46%-39.5pp |
| Employer contribution / active EE | $6,973 | $5,170+34.9% | $4,617+51.0% | $4,869+43.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $344 | $9,817-96.5% | $8,357-95.9% | $10,133-96.6% |