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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 | $5,051 | $107,368-95.3% | $92,915-94.6% | $152,909-96.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.16% | 145.64%-138.5pp | 109.45%-102.3pp | 345.46%-338.3pp |
| Employer contribution / active EE | $4,343 | $4,222+2.8% | $3,653+18.9% | $4,764-8.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,372 | $7,082-52.4% | $5,796-41.8% | $11,601-70.9% |