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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 | $10,393 | $110,307-90.6% | $96,576-89.2% | $139,456-92.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.74% | 26.40%-25.7pp | 25.87%-25.1pp | 373.45%-372.7pp |
| Employer contribution / active EE | $3,225 | $3,619-10.9% | $2,965+8.8% | $4,753-32.1% |
| Participant deferral / active EE | $1,459 | $5,547-73.7% | $4,851-69.9% | $6,711-78.3% |
| Admin fee / account holder | $18,016 | $11,597+55.4% | $8,253+118.3% | $11,407+57.9% |