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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 | $7,725 | $156,398-95.1% | $147,318-94.8% | $138,895-94.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.47% | 78.75%-75.3pp | 70.43%-67.0pp | 145.39%-141.9pp |
| Employer contribution / active EE | $1,181 | $4,853-75.7% | $4,593-74.3% | $4,194-71.9% |
| Participant deferral / active EE | $2,109 | $8,237-74.4% | $7,906-73.3% | $6,396-67.0% |
| Admin fee / account holder | $1,407 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |