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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 | $3,388 | $201,372-98.3% | $184,260-98.2% | $145,884-97.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.73% | 29.04%-23.3pp | 28.84%-23.1pp | 551.85%-546.1pp |
| Employer contribution / active EE | $2,001 | $7,024-71.5% | $6,427-68.9% | $4,662-57.1% |
| Participant deferral / active EE | $2,001 | $9,808-79.6% | $9,133-78.1% | $6,690-70.1% |
| Admin fee / account holder | $10,474 | $16,362-36.0% | $13,898-24.6% | $13,392-21.8% |