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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 | $5,000 | $91,198-94.5% | $178,503-97.2% | $79,856-93.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.64% | 24.20%-20.6pp | 151.12%-147.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $804 | $3,257-75.3% | $5,011-83.9% | $2,471-67.5% |
| Participant deferral / active EE | $215 | $3,237-93.3% | $5,202-95.9% | $3,741-94.2% |
| Admin fee / account holder | $300 | $6,748-95.6% | $13,987-97.9% | $5,306-94.3% |