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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 | $4,056 | $111,301-96.4% | $112,977-96.4% | $158,966-97.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 6.10% | 26.40%-20.3pp | 24.24%-18.1pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,666 | $4,471-62.7% | $4,255-60.8% | $4,762-65.0% |
| Participant deferral / active EE | $1,675 | $5,880-71.5% | $5,836-71.3% | $5,983-72.0% |
| Admin fee / account holder | $1,400 | $8,392-83.3% | $6,294-77.8% | $11,250-87.6% |