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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 | $6,811 | $162,136-95.8% | $152,301-95.5% | $154,746-95.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.68% | 91.02%-82.3pp | 80.50%-71.8pp | 172.34%-163.7pp |
| Employer contribution / active EE | $926 | $4,890-81.1% | $4,624-80.0% | $4,379-78.9% |
| Participant deferral / active EE | $867 | $8,341-89.6% | $8,004-89.2% | $6,730-87.1% |
| Admin fee / account holder | $942 | $15,759-94.0% | $14,398-93.5% | $14,365-93.4% |