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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 | $5,879 | $111,814-94.7% | $103,374-94.3% | $145,959-96.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.38% | 24.77%-22.4pp | 24.89%-22.5pp | 561.95%-559.6pp |
| Employer contribution / active EE | $3,379 | $4,214-19.8% | $3,869-12.7% | $4,661-27.5% |
| Participant deferral / active EE | $1,234 | $5,618-78.0% | $5,058-75.6% | $6,689-81.6% |
| Admin fee / account holder | $1,887 | $9,754-80.7% | $8,394-77.5% | $13,398-85.9% |