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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 | $6,390 | $91,037-93.0% | $71,671-91.1% | $147,586-95.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 3.15% | 20.48%-17.3pp | 20.65%-17.5pp | 578.59%-575.4pp |
| Employer contribution / active EE | $1,420 | $3,327-57.3% | $2,460-42.3% | $4,876-70.9% |
| Participant deferral / active EE | $88 | $4,498-98.1% | $3,438-97.5% | $5,439-98.4% |
| Admin fee / account holder | $360 | $8,613-95.8% | $5,558-93.5% | $10,886-96.7% |