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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 | $5,590 | $183,592-97.0% | $155,574-96.4% | $145,877-96.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.08% | 61.37%-55.3pp | 64.87%-58.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,119 | $5,317-79.0% | $4,676-76.1% | $4,663-76.0% |
| Participant deferral / active EE | $1,369 | $6,466-78.8% | $5,629-75.7% | $6,691-79.5% |
| Admin fee / account holder | $628 | $19,316-96.8% | $15,914-96.1% | $13,402-95.3% |