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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 | $211,105-97.4% | $178,449-97.0% | $145,978-96.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.06% | 30.19%-26.1pp | 27.09%-23.0pp | 550.52%-546.5pp |
| Employer contribution / active EE | $825 | $4,569-81.9% | $3,951-79.1% | $4,662-82.3% |
| Participant deferral / active EE | $825 | $6,959-88.1% | $6,277-86.9% | $6,690-87.7% |
| Admin fee / account holder | $211,679 | $12,017+1661.5% | $10,362+1942.8% | $13,400+1479.7% |