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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 | $6,495 | $107,733-94.0% | $92,985-93.0% | $154,746-95.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 6.64% | 30.39%-23.8pp | 27.99%-21.4pp | 172.34%-165.7pp |
| Employer contribution / active EE | $5,718 | $3,126+82.9% | $2,662+114.8% | $4,379+30.6% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,911 | $11,369-48.0% | $9,463-37.5% | $14,365-58.9% |