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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 | $10,455 | $155,555-93.3% | $146,866-92.9% | $155,188-93.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.63% | 115.41%-107.8pp | 102.85%-95.2pp | 148.84%-141.2pp |
| Employer contribution / active EE | $1,778 | $4,647-61.7% | $4,425-59.8% | $4,248-58.1% |
| Participant deferral / active EE | $2,476 | $8,044-69.2% | $7,759-68.1% | $6,531-62.1% |
| Admin fee / account holder | $31,665 | $14,755+114.6% | $13,620+132.5% | $14,480+118.7% |