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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 | $3,964 | $107,941-96.3% | $91,994-95.7% | $152,897-97.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 6.71% | 89.28%-82.6pp | 69.04%-62.3pp | 345.43%-338.7pp |
| Employer contribution / active EE | $3,199 | $4,212-24.0% | $3,453-7.3% | $4,764-32.8% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $668 | $10,521-93.7% | $7,744-91.4% | $11,599-94.2% |