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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 | $4,326 | $98,240-95.6% | $82,313-94.7% | $147,585-97.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.18% | 30.85%-27.7pp | 25.88%-22.7pp | 578.57%-575.4pp |
| Employer contribution / active EE | $953 | $3,192-70.1% | $2,428-60.8% | $4,876-80.5% |
| Participant deferral / active EE | $953 | $4,383-78.3% | $3,706-74.3% | $5,439-82.5% |
| Admin fee / account holder | $21,711 | $8,563+153.5% | $5,608+287.2% | $10,885+99.5% |