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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 | $3,331 | $148,623-97.8% | $135,974-97.6% | $139,466-97.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.49% | 79.30%-68.8pp | 68.30%-57.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,138 | $5,246-78.3% | $4,859-76.6% | $4,754-76.1% |
| Participant deferral / active EE | $1,512 | $8,103-81.3% | $7,760-80.5% | $6,712-77.5% |
| Admin fee / account holder | $5,089 | $12,406-59.0% | $10,767-52.7% | $11,409-55.4% |