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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 | $5,312 | $114,013-95.3% | $103,693-94.9% | $155,188-96.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.70% | 49.31%-41.6pp | 47.61%-39.9pp | 148.84%-141.1pp |
| Employer contribution / active EE | $375 | $3,131-88.0% | $2,920-87.2% | $4,248-91.2% |
| Participant deferral / active EE | $600 | $4,970-87.9% | $4,579-86.9% | $6,531-90.8% |
| Admin fee / account holder | $380 | $8,407-95.5% | $7,858-95.2% | $14,480-97.4% |