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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 | $8,870 | $176,120-95.0% | $159,487-94.4% | $167,553-94.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.44% | 331.95%-324.5pp | 263.71%-256.3pp | 478.89%-471.5pp |
| Employer contribution / active EE | $1,345 | $5,299-74.6% | $4,831-72.2% | $4,840-72.2% |
| Participant deferral / active EE | $651 | $7,752-91.6% | $7,354-91.1% | $6,343-89.7% |
| Admin fee / account holder | $2,653 | $12,561-78.9% | $10,804-75.4% | $12,316-78.5% |