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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 | $5,419 | $211,224-97.4% | $178,505-97.0% | $145,897-96.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.06% | 30.28%-26.2pp | 27.16%-23.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $825 | $4,577-82.0% | $3,955-79.1% | $4,663-82.3% |
| Participant deferral / active EE | $825 | $6,966-88.2% | $6,280-86.9% | $6,689-87.7% |
| Admin fee / account holder | $211,679 | $12,109+1648.1% | $10,428+1929.9% | $13,390+1480.8% |