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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 | $6,805 | $183,592-96.3% | $155,574-95.6% | $145,877-95.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.38% | 61.37%-57.0pp | 64.87%-60.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $3,148 | $5,317-40.8% | $4,676-32.7% | $4,663-32.5% |
| Participant deferral / active EE | $926 | $6,466-85.7% | $5,629-83.5% | $6,691-86.2% |
| Admin fee / account holder | $5,543 | $19,316-71.3% | $15,914-65.2% | $13,402-58.6% |