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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 | $9,662 | $223,823-95.7% | $211,142-95.4% | $154,746-93.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.47% | 50.39%-45.9pp | 46.84%-42.4pp | 172.34%-167.9pp |
| Employer contribution / active EE | $1,693 | $6,787-75.1% | $6,442-73.7% | $4,379-61.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $862 | $19,707-95.6% | $19,076-95.5% | $14,365-94.0% |