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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 | $6,468 | $107,363-94.0% | $92,909-93.0% | $152,897-95.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.50% | 145.63%-141.1pp | 109.44%-104.9pp | 345.43%-340.9pp |
| Employer contribution / active EE | $1,908 | $4,222-54.8% | $3,653-47.8% | $4,764-59.9% |
| Participant deferral / active EE | $466 | $4,848-90.4% | $4,238-89.0% | $5,851-92.0% |
| Admin fee / account holder | $1,520 | $7,082-78.5% | $5,795-73.8% | $11,599-86.9% |