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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 | $7,087 | $157,270-95.5% | $141,173-95.0% | $152,870-95.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.12% | 64.33%-52.2pp | 71.40%-59.3pp | 345.34%-333.2pp |
| Employer contribution / active EE | $1,289 | $5,261-75.5% | $4,735-72.8% | $4,763-72.9% |
| Participant deferral / active EE | $182 | $7,110-97.4% | $6,710-97.3% | $5,850-96.9% |
| Admin fee / account holder | $693 | $12,121-94.3% | $10,262-93.2% | $11,597-94.0% |