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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 | $8,957 | $228,352-96.1% | $185,835-95.2% | $158,966-94.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.21% | 40.81%-39.6pp | 35.96%-34.8pp | 302.95%-301.7pp |
| Employer contribution / active EE | $1,074 | $4,967-78.4% | $4,087-73.7% | $4,762-77.5% |
| Participant deferral / active EE | $1,086 | $6,416-83.1% | $5,633-80.7% | $5,983-81.8% |
| Admin fee / account holder | $11,632 | $11,867-2.0% | $9,502+22.4% | $11,250+3.4% |