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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 | $1,273 | $154,228-99.2% | $145,433-99.1% | $137,256-99.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.60% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,496 | $4,804-68.9% | $4,554-67.2% | $4,156-64.0% |
| Participant deferral / active EE | $2,244 | $8,216-72.7% | $7,897-71.6% | $6,407-65.0% |
| Admin fee / account holder | $72,526 | $14,344+405.6% | $13,129+452.4% | $12,270+491.1% |