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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 | $6,674 | $110,337-94.0% | $102,383-93.5% | $145,877-95.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.31% | 24.83%-20.5pp | 24.94%-20.6pp | 551.28%-547.0pp |
| Employer contribution / active EE | $42,276 | $4,216+902.8% | $3,870+992.3% | $4,663+806.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,226,065 | $9,750+22732.3% | $8,391+26428.1% | $13,402+16509.8% |