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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 | $4,699 | $212,386-97.8% | $199,883-97.6% | $138,895-96.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.73% | 47.75%-38.0pp | 43.81%-34.1pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,715 | $9,617-82.2% | $9,138-81.2% | $6,396-73.2% |
| Admin fee / account holder | $7,000 | $18,233-61.6% | $17,268-59.5% | $12,562-44.3% |