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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 | $5,287 | $77,419-93.2% | $69,461-92.4% | $152,885-96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.96% | 39.07%-35.1pp | 28.97%-25.0pp | 345.39%-341.4pp |
| Employer contribution / active EE | $6,678 | $3,315+101.4% | $2,779+140.3% | $4,763+40.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,004 | $6,207-19.4% | $3,840+30.3% | $11,598-56.9% |