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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 | $6,009 | $98,766-93.9% | $149,730-96.0% | $79,852-92.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.16% | 27.43%-16.3pp | 276.70%-265.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,031 | $3,217-67.9% | $4,645-77.8% | $2,471-58.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $354 | $6,052-94.1% | $9,310-96.2% | $5,306-93.3% |