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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 | $4,814 | $91,167-94.7% | $178,498-97.3% | $79,858-94.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.79% | 24.19%-21.4pp | 151.09%-148.3pp | 31.72%-28.9pp |
| Employer contribution / active EE | $668 | $3,255-79.5% | $5,011-86.7% | $2,471-73.0% |
| Participant deferral / active EE | $753 | $3,236-76.7% | $5,202-85.5% | $3,740-79.9% |
| Admin fee / account holder | $438 | $6,747-93.5% | $13,985-96.9% | $5,306-91.7% |