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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 | $13,278 | $212,386-93.7% | $199,883-93.4% | $138,895-90.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.47% | 47.75%-42.3pp | 43.81%-38.3pp | 145.39%-139.9pp |
| Employer contribution / active EE | $2,785 | $6,625-58.0% | $6,261-55.5% | $4,194-33.6% |
| Participant deferral / active EE | $417 | $9,617-95.7% | $9,138-95.4% | $6,396-93.5% |
| Admin fee / account holder | $575 | $18,233-96.8% | $17,268-96.7% | $12,562-95.4% |