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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 | $5,104 | $104,937-95.1% | $84,628-94.0% | $152,897-96.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.11% | 373.88%-364.8pp | 258.80%-249.7pp | 345.43%-336.3pp |
| Employer contribution / active EE | $3,254 | $3,303-1.5% | $2,653+22.7% | $4,764-31.7% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $525 | $6,243-91.6% | $4,914-89.3% | $11,599-95.5% |