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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 | $7,907 | $110,379-92.8% | $102,412-92.3% | $145,884-94.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.46% | 24.84%-22.4pp | 24.94%-22.5pp | 551.85%-549.4pp |
| Employer contribution / active EE | $3,652 | $4,216-13.4% | $3,870-5.6% | $4,662-21.7% |
| Participant deferral / active EE | $889 | $5,622-84.2% | $5,060-82.4% | $6,690-86.7% |
| Admin fee / account holder | $43,603 | $9,745+347.4% | $8,388+419.9% | $13,392+225.6% |