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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 | $11,435 | $124,213-90.8% | $118,106-90.3% | $154,746-92.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 5.06% | 18.29%-13.2pp | 19.44%-14.4pp | 172.34%-167.3pp |
| Employer contribution / active EE | $2,862 | $4,905-41.6% | $4,698-39.1% | $4,379-34.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,160 | $9,627-4.9% | $8,973+2.1% | $14,365-36.2% |