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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 | $10,236 | $157,304-93.5% | $141,197-92.8% | $152,909-93.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.45% | 64.34%-59.9pp | 71.41%-67.0pp | 345.46%-341.0pp |
| Employer contribution / active EE | $6,050 | $5,263+15.0% | $4,736+27.7% | $4,764+27.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $879 | $12,126-92.8% | $10,265-91.4% | $11,601-92.4% |