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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 | $2,945 | $124,351-97.6% | $109,188-97.3% | $167,553-98.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.45% | 26.04%-21.6pp | 25.76%-21.3pp | 478.89%-474.4pp |
| Employer contribution / active EE | $783 | $4,210-81.4% | $3,723-79.0% | $4,840-83.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $394 | $7,975-95.1% | $6,755-94.2% | $12,316-96.8% |