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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 | $8,871 | $183,516-95.2% | $155,534-94.3% | $145,884-93.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 3.03% | 61.43%-58.4pp | 64.92%-61.9pp | 551.85%-548.8pp |
| Employer contribution / active EE | $1,469 | $5,315-72.4% | $4,675-68.6% | $4,662-68.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $799 | $19,293-95.9% | $15,900-95.0% | $13,392-94.0% |