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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 | $3,703 | $99,380-96.3% | $90,312-95.9% | $155,188-97.6% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 0.09% | 19.35%-19.3pp | 18.90%-18.8pp | 148.84%-148.7pp |
| Employer contribution / active EE | $548 | $2,390-77.1% | $2,243-75.6% | $4,248-87.1% |
| Participant deferral / active EE | $548 | $4,212-87.0% | $3,749-85.4% | $6,531-91.6% |
| Admin fee / account holder | $481 | $9,766-95.1% | $8,248-94.2% | $14,480-96.7% |