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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 | $12,382 | $156,398-92.1% | $147,318-91.6% | $138,895-91.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.48% | 78.75%-70.3pp | 70.43%-61.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,863 | $4,853-61.6% | $4,593-59.4% | $4,194-55.6% |
| Participant deferral / active EE | $2,162 | $8,237-73.7% | $7,906-72.6% | $6,396-66.2% |
| Admin fee / account holder | $7,006 | $14,976-53.2% | $13,708-48.9% | $12,562-44.2% |