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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 | $12,268 | $201,344-93.9% | $184,243-93.3% | $145,877-91.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.45% | 29.01%-25.6pp | 28.82%-25.4pp | 551.28%-547.8pp |
| Employer contribution / active EE | $2,669 | $7,022-62.0% | $6,427-58.5% | $4,663-42.8% |
| Participant deferral / active EE | $1,370 | $9,807-86.0% | $9,132-85.0% | $6,691-79.5% |
| Admin fee / account holder | $25,697 | $16,382+56.9% | $13,914+84.7% | $13,402+91.7% |