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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 | $3,472 | $129,737-97.3% | $119,126-97.1% | $154,746-97.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.24% | 379.08%-370.8pp | 282.11%-273.9pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,125 | $4,375-74.3% | $4,034-72.1% | $4,379-74.3% |
| Participant deferral / active EE | $1,216 | $5,842-79.2% | $5,318-77.1% | $6,730-81.9% |
| Admin fee / account holder | $5,188 | $11,961-56.6% | $10,693-51.5% | $14,365-63.9% |