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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 | $114,119-97.0% | $107,187-96.8% | $138,895-97.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.24% | 273.21%-265.0pp | 204.55%-196.3pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,125 | $4,059-72.3% | $3,782-70.3% | $4,194-73.2% |
| Participant deferral / active EE | $1,216 | $5,538-78.1% | $5,096-76.1% | $6,396-81.0% |
| Admin fee / account holder | $5,188 | $10,024-48.2% | $9,162-43.4% | $12,562-58.7% |