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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 | $4,131 | $213,785-98.1% | $185,441-97.8% | $155,188-97.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.09% | 19.97%-14.9pp | 20.16%-15.1pp | 148.84%-143.7pp |
| Employer contribution / active EE | $3,402 | $5,393-36.9% | $4,672-27.2% | $4,248-19.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $824 | $21,134-96.1% | $17,890-95.4% | $14,480-94.3% |