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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 | $110,337-95.2% | $102,383-94.8% | $145,877-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.42% | 24.83%-20.4pp | 24.94%-20.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,000 | $4,216-76.3% | $3,870-74.2% | $4,663-78.6% |
| Participant deferral / active EE | $1,034 | $5,621-81.6% | $5,060-79.6% | $6,691-84.6% |
| Admin fee / account holder | $5,449 | $9,750-44.1% | $8,391-35.1% | $13,402-59.3% |