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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 | $7,812 | $115,903-93.3% | $100,528-92.2% | $158,966-95.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 1.81% | 34.80%-33.0pp | 30.90%-29.1pp | 302.95%-301.1pp |
| Employer contribution / active EE | $8,336 | $4,105+103.1% | $3,419+143.8% | $4,762+75.0% |
| Participant deferral / active EE | $706 | $6,677-89.4% | $6,271-88.8% | $5,983-88.2% |
| Admin fee / account holder | $4,519 | $11,000-58.9% | $8,084-44.1% | $11,250-59.8% |