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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 | $13,114 | $201,344-93.5% | $184,243-92.9% | $145,877-91.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.70% | 29.01%-26.3pp | 28.82%-26.1pp | 551.28%-548.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,072 | $9,807-89.1% | $9,132-88.3% | $6,691-84.0% |
| Admin fee / account holder | $66,106 | $16,382+303.5% | $13,914+375.1% | $13,402+393.2% |