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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 | $11,731 | $155,555-92.5% | $146,866-92.0% | $155,188-92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.32% | 115.41%-105.1pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,391 | $4,647-48.5% | $4,425-46.0% | $4,248-43.7% |
| Participant deferral / active EE | $462 | $8,044-94.3% | $7,759-94.0% | $6,531-92.9% |
| Admin fee / account holder | $1,040 | $14,755-92.9% | $13,620-92.4% | $14,480-92.8% |