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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 | $3,344 | $108,912-96.9% | $100,383-96.7% | $145,959-97.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 57.96%-47.9pp | 49.26%-39.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,657 | $4,423-62.5% | $3,944-58.0% | $4,661-64.4% |
| Participant deferral / active EE | $930 | $8,451-89.0% | $8,086-88.5% | $6,689-86.1% |
| Admin fee / account holder | $406 | $9,690-95.8% | $7,900-94.9% | $13,398-97.0% |