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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 | $7,436 | $110,379-93.3% | $102,412-92.7% | $145,884-94.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.07% | 24.84%-18.8pp | 24.94%-18.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $886 | $4,216-79.0% | $3,870-77.1% | $4,662-81.0% |
| Participant deferral / active EE | $1,156 | $5,622-79.4% | $5,060-77.2% | $6,690-82.7% |
| Admin fee / account holder | $510 | $9,745-94.8% | $8,388-93.9% | $13,392-96.2% |