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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 | $6,015 | $48,364-87.6% | $71,796-91.6% | $62,881-90.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 3.35% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,429 | $1,042+37.1% | $1,924-25.8% | $2,281-37.4% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,029 | $3,771+6.8% | $4,815-16.3% | $4,296-6.2% |