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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 | $6,820 | $103,387-93.4% | $87,102-92.2% | $152,885-95.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.77% | 28.10%-27.3pp | 28.19%-27.4pp | 345.39%-344.6pp |
| Employer contribution / active EE | $1,616 | $3,221-49.8% | $2,521-35.9% | $4,763-66.1% |
| Participant deferral / active EE | $952 | $4,778-80.1% | $4,048-76.5% | $5,851-83.7% |
| Admin fee / account holder | $323 | $12,193-97.4% | $7,491-95.7% | $11,598-97.2% |