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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 | $2,723 | $174,379-98.4% | $152,093-98.2% | $138,895-98.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.09% | 74.86%-65.8pp | 66.36%-57.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,395 | $4,652-70.0% | $4,175-66.6% | $4,194-66.7% |
| Participant deferral / active EE | $1,395 | $6,159-77.3% | $5,451-74.4% | $6,396-78.2% |
| Admin fee / account holder | $7,318 | $16,880-56.6% | $14,497-49.5% | $12,562-41.7% |