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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 | $31,351 | $171,492-81.7% | $150,734-79.2% | $198,609-84.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 3.19% | 804.70%-801.5pp | 600.81%-597.6pp | 202.70%-199.5pp |
| Employer contribution / active EE | $1,418 | $5,470-74.1% | $4,918-71.2% | $5,055-71.9% |
| Participant deferral / active EE | $1,918 | $6,259-69.3% | $5,610-65.8% | $6,977-72.5% |
| Admin fee / account holder | $668 | $17,628-96.2% | $14,905-95.5% | $19,030-96.5% |