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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 | $7,245 | $227,291-96.8% | $214,702-96.6% | $155,188-95.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 3.96% | 60.08%-56.1pp | 54.55%-50.6pp | 148.84%-144.9pp |
| Employer contribution / active EE | $1,856 | $6,772-72.6% | $6,461-71.3% | $4,248-56.3% |
| Participant deferral / active EE | $1,202 | $9,582-87.5% | $9,147-86.9% | $6,531-81.6% |
| Admin fee / account holder | $17,679 | $20,413-13.4% | $19,830-10.9% | $14,480+22.1% |