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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 | $3,602 | $183,539-98.0% | $155,556-97.7% | $145,897-97.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.05% | 61.31%-57.3pp | 64.84%-60.8pp | 552.29%-548.2pp |
| Employer contribution / active EE | $1,428 | $5,315-73.1% | $4,675-69.5% | $4,663-69.4% |
| Participant deferral / active EE | $697 | $6,467-89.2% | $5,631-87.6% | $6,689-89.6% |
| Admin fee / account holder | $4,570 | $19,275-76.3% | $15,885-71.2% | $13,390-65.9% |