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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 | $111,535-96.9% | $105,223-96.7% | $137,256-97.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.24% | 237.85%-229.6pp | 180.65%-172.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,125 | $3,939-71.4% | $3,689-69.5% | $4,156-72.9% |
| Participant deferral / active EE | $1,216 | $5,500-77.9% | $5,072-76.0% | $6,407-81.0% |
| Admin fee / account holder | $5,188 | $9,721-46.6% | $8,859-41.4% | $12,270-57.7% |