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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 | $7,663 | $157,296-95.1% | $141,191-94.6% | $152,897-95.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.32% | 64.34%-54.0pp | 71.41%-61.1pp | 345.43%-335.1pp |
| Employer contribution / active EE | $4,717 | $5,262-10.4% | $4,736-0.4% | $4,764-1.0% |
| Participant deferral / active EE | $984 | $7,111-86.2% | $6,710-85.3% | $5,851-83.2% |
| Admin fee / account holder | $3,336 | $12,125-72.5% | $10,264-67.5% | $11,599-71.2% |