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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 | $5,156 | $165,361-96.9% | $149,715-96.6% | $158,950-96.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.75% | 348.24%-340.5pp | 276.66%-268.9pp | 302.91%-295.2pp |
| Employer contribution / active EE | $1,675 | $5,103-67.2% | $4,645-63.9% | $4,762-64.8% |
| Participant deferral / active EE | $2,001 | $7,182-72.1% | $6,842-70.8% | $5,983-66.6% |
| Admin fee / account holder | $5,413 | $10,808-49.9% | $9,310-41.9% | $11,248-51.9% |