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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 | $15,937 | $165,381-90.4% | $149,730-89.4% | $158,966-90.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.95% | 348.29%-340.3pp | 276.70%-268.7pp | 302.95%-295.0pp |
| Employer contribution / active EE | $1,265 | $5,104-75.2% | $4,645-72.8% | $4,762-73.4% |
| Participant deferral / active EE | $2,165 | $7,182-69.9% | $6,843-68.4% | $5,983-63.8% |
| Admin fee / account holder | $601 | $10,809-94.4% | $9,310-93.5% | $11,250-94.7% |