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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 | $8,055 | $110,337-92.7% | $102,383-92.1% | $145,877-94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.33% | 24.83%-21.5pp | 24.94%-21.6pp | 551.28%-548.0pp |
| Employer contribution / active EE | $1,563 | $4,216-62.9% | $3,870-59.6% | $4,663-66.5% |
| Participant deferral / active EE | $1,458 | $5,621-74.1% | $5,060-71.2% | $6,691-78.2% |
| Admin fee / account holder | $5,208 | $9,750-46.6% | $8,391-37.9% | $13,402-61.1% |