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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 | $8,371 | $183,627-95.4% | $155,602-94.6% | $145,978-94.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.41% | 61.32%-56.9pp | 64.81%-60.4pp | 550.52%-546.1pp |
| Employer contribution / active EE | $5,087 | $5,316-4.3% | $4,675+8.8% | $4,662+9.1% |
| Participant deferral / active EE | $93 | $6,466-98.6% | $5,629-98.3% | $6,690-98.6% |
| Admin fee / account holder | $15,352 | $19,327-20.6% | $15,923-3.6% | $13,400+14.6% |