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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 | $1,288 | $154,228-99.2% | $145,433-99.1% | $137,256-99.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.73% | 74.59%-67.9pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,615 | $4,804-66.4% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $1,615 | $8,216-80.3% | $7,897-79.6% | $6,407-74.8% |
| Admin fee / account holder | $5,399 | $14,344-62.4% | $13,129-58.9% | $12,270-56.0% |