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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 | $4,165 | $162,967-97.4% | $135,792-96.9% | $138,895-97.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 1.58% | 30.08%-28.5pp | 25.96%-24.4pp | 145.39%-143.8pp |
| Employer contribution / active EE | $6,300 | $4,211+49.6% | $3,496+80.2% | $4,194+50.2% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,745 | $15,306-69.0% | $12,266-61.3% | $12,562-62.2% |