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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 | $9,468 | $117,829-92.0% | $102,423-90.8% | $145,877-93.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.24% | 31.83%-27.6pp | 29.42%-25.2pp | 551.28%-547.0pp |
| Employer contribution / active EE | $2,157 | $3,615-40.3% | $3,023-28.6% | $4,663-53.7% |
| Participant deferral / active EE | $1,333 | $5,732-76.7% | $5,054-73.6% | $6,691-80.1% |
| Admin fee / account holder | $591 | $13,335-95.6% | $9,455-93.8% | $13,402-95.6% |