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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 | $12,790 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.02% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,041 | $4,804-57.5% | $4,554-55.2% | $4,156-50.9% |
| Participant deferral / active EE | $2,398 | $8,216-70.8% | $7,897-69.6% | $6,407-62.6% |
| Admin fee / account holder | $3,384 | $14,344-76.4% | $13,129-74.2% | $12,270-72.4% |