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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 | $5,930 | $107,368-94.5% | $92,915-93.6% | $152,909-96.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.52% | 145.64%-134.1pp | 109.45%-97.9pp | 345.46%-333.9pp |
| Employer contribution / active EE | $1,071 | $4,222-74.6% | $3,653-70.7% | $4,764-77.5% |
| Participant deferral / active EE | $1,000 | $4,848-79.4% | $4,238-76.4% | $5,851-82.9% |
| Admin fee / account holder | $632 | $7,082-91.1% | $5,796-89.1% | $11,601-94.5% |