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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 | $5,232 | $149,679-96.5% | $117,039-95.5% | $147,586-96.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 6.40% | 19.31%-12.9pp | 18.95%-12.5pp | 578.59%-572.2pp |
| Employer contribution / active EE | $870 | $4,937-82.4% | $3,785-77.0% | $4,876-82.2% |
| Participant deferral / active EE | $870 | $4,912-82.3% | $3,929-77.9% | $5,439-84.0% |
| Admin fee / account holder | $458 | $7,856-94.2% | $5,974-92.3% | $10,886-95.8% |