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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 | $3,045 | $88,778-96.6% | $81,844-96.3% | $145,884-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.49% | 1033.03%-1024.5pp | 778.87%-770.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,370 | $3,087-55.6% | $2,916-53.0% | $4,662-70.6% |
| Participant deferral / active EE | $260 | $4,648-94.4% | $4,323-94.0% | $6,690-96.1% |
| Admin fee / account holder | $1,301 | $8,430-84.6% | $7,355-82.3% | $13,392-90.3% |