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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 | $9,811 | $110,379-91.1% | $102,412-90.4% | $145,884-93.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.68% | 24.84%-17.2pp | 24.94%-17.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $6,980 | $4,216+65.6% | $3,870+80.4% | $4,662+49.7% |
| Participant deferral / active EE | $597 | $5,622-89.4% | $5,060-88.2% | $6,690-91.1% |
| Admin fee / account holder | $1,243 | $9,745-87.2% | $8,388-85.2% | $13,392-90.7% |