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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 | $5,109 | $106,247-95.2% | $96,515-94.7% | $139,466-96.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.99% | 38.47%-32.5pp | 35.73%-29.7pp | 373.66%-367.7pp |
| Employer contribution / active EE | $1,443 | $4,106-64.8% | $3,740-61.4% | $4,754-69.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $726 | $7,885-90.8% | $6,735-89.2% | $11,409-93.6% |