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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 | $5,342 | $111,814-95.2% | $103,374-94.8% | $145,959-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.42% | 24.77%-20.3pp | 24.89%-20.5pp | 561.95%-557.5pp |
| Employer contribution / active EE | $1,000 | $4,214-76.3% | $3,869-74.2% | $4,661-78.5% |
| Participant deferral / active EE | $1,034 | $5,618-81.6% | $5,058-79.6% | $6,689-84.5% |
| Admin fee / account holder | $5,449 | $9,754-44.1% | $8,394-35.1% | $13,398-59.3% |