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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 | $3,184 | $185,312-98.3% | $161,489-98.0% | $154,746-97.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.84% | 103.84%-97.0pp | 89.72%-82.9pp | 172.34%-165.5pp |
| Employer contribution / active EE | $992 | $4,769-79.2% | $4,268-76.8% | $4,379-77.4% |
| Participant deferral / active EE | $1,772 | $6,350-72.1% | $5,630-68.5% | $6,730-73.7% |
| Admin fee / account holder | $5,563 | $18,654-70.2% | $16,006-65.2% | $14,365-61.3% |