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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 | $6,358 | $89,370-92.9% | $141,197-95.5% | $72,976-91.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.12% | 111.88%-97.8pp | 71.41%-57.3pp | 81.02%-66.9pp |
| Employer contribution / active EE | $895 | $3,115-71.3% | $4,736-81.1% | $2,440-63.3% |
| Participant deferral / active EE | $763 | $5,419-85.9% | $6,710-88.6% | $3,608-78.9% |
| Admin fee / account holder | $694 | $5,957-88.3% | $10,265-93.2% | $5,124-86.4% |