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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 | $2,824 | $97,751-97.1% | $103,431-97.3% | $145,978-98.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 5.02% | 25.43%-20.4pp | 23.92%-18.9pp | 550.52%-545.5pp |
| Employer contribution / active EE | $2,399 | $4,684-48.8% | $4,678-48.7% | $4,662-48.6% |
| Participant deferral / active EE | $1,405 | $6,603-78.7% | $6,625-78.8% | $6,690-79.0% |
| Admin fee / account holder | $10,810 | $12,515-13.6% | $9,412+14.8% | $13,400-19.3% |