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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 | $6,542 | $114,013-94.3% | $103,693-93.7% | $155,188-95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 4.17% | 49.31%-45.1pp | 47.61%-43.4pp | 148.84%-144.7pp |
| Employer contribution / active EE | $577 | $3,131-81.6% | $2,920-80.2% | $4,248-86.4% |
| Participant deferral / active EE | $932 | $4,970-81.3% | $4,579-79.7% | $6,531-85.7% |
| Admin fee / account holder | $407 | $8,407-95.2% | $7,858-94.8% | $14,480-97.2% |