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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 | $2,951 | $77,638-96.2% | $156,551-98.1% | $62,881-95.3% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | 0.16% | 50.33%-50.2pp | 32.23%-32.1pp | 20.14%-20.0pp |
| Employer contribution / active EE | $741 | $3,444-78.5% | $5,501-86.5% | $2,281-67.5% |
| Participant deferral / active EE | $197 | $3,046-93.5% | $4,871-96.0% | $3,203-93.9% |
| Admin fee / account holder | $870 | $5,561-84.3% | $13,028-93.3% | $4,296-79.7% |