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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 | $4,914 | $148,629-96.7% | $135,982-96.4% | $139,487-96.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.00% | 79.33%-68.3pp | 68.32%-57.3pp | 373.84%-362.8pp |
| Employer contribution / active EE | $11,586 | $5,247+120.8% | $4,859+138.4% | $4,755+143.7% |
| Participant deferral / active EE | $2,011 | $8,102-75.2% | $7,760-74.1% | $6,713-70.0% |
| Admin fee / account holder | $10,250 | $12,406-17.4% | $10,767-4.8% | $11,407-10.1% |