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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 | $5,292 | $176,794-97.0% | $146,647-96.4% | $167,553-96.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.82% | 24.04%-15.2pp | 22.75%-13.9pp | 478.89%-470.1pp |
| Employer contribution / active EE | $1,114 | $5,161-78.4% | $4,137-73.1% | $4,840-77.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,008 | $13,262-77.3% | $10,281-70.7% | $12,316-75.6% |