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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 | $5,890 | $84,236-93.0% | $170,435-96.5% | $70,126-91.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | -0.31% | 23.06%-23.4pp | 205.94%-206.3pp | 73.15%-73.5pp |
| Employer contribution / active EE | $921 | $3,387-72.8% | $5,432-83.0% | $2,343-60.7% |
| Participant deferral / active EE | $494 | $3,086-84.0% | $4,939-90.0% | $3,332-85.2% |
| Admin fee / account holder | $522 | $5,698-90.8% | $13,881-96.2% | $4,645-88.8% |