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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 | $4,895 | $202,463-97.6% | $169,397-97.1% | $139,487-96.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.96% | 532.64%-527.7pp | 406.23%-401.3pp | 373.84%-368.9pp |
| Employer contribution / active EE | $1,603 | $4,694-65.9% | $4,013-60.1% | $4,755-66.3% |
| Participant deferral / active EE | $574 | $6,941-91.7% | $6,223-90.8% | $6,713-91.5% |
| Admin fee / account holder | $18,780 | $10,726+75.1% | $9,017+108.3% | $11,407+64.6% |