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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 | $5,389 | $99,345-94.6% | $84,753-93.6% | $273,972-98.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.55% | 22.93%-23.5pp | 22.78%-23.3pp | 41.46%-42.0pp |
| Employer contribution / active EE | $5,840 | $4,214+38.6% | $3,574+63.4% | $4,869+19.9% |
| Participant deferral / active EE | $131 | $4,270-96.9% | $3,712-96.5% | $5,287-97.5% |
| Admin fee / account holder | $441 | $6,645-93.4% | $5,333-91.7% | $10,133-95.6% |