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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 | $11,447 | $154,228-92.6% | $145,433-92.1% | $137,256-91.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.27% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $887 | $4,804-81.5% | $4,554-80.5% | $4,156-78.7% |
| Participant deferral / active EE | $1,872 | $8,216-77.2% | $7,897-76.3% | $6,407-70.8% |
| Admin fee / account holder | $5,206 | $14,344-63.7% | $13,129-60.3% | $12,270-57.6% |