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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 | $5,588 | $106,267-94.7% | $96,520-94.2% | $139,456-96.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.42% | 38.45%-35.0pp | 35.72%-32.3pp | 373.45%-370.0pp |
| Employer contribution / active EE | $3,838 | $4,105-6.5% | $3,739+2.6% | $4,753-19.3% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,722 | $7,882+61.4% | $6,733+88.9% | $11,407+11.5% |