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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 | $3,715 | $65,364-94.3% | $92,909-96.0% | $72,975-94.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 10.93% | 42.11%-31.2pp | 109.44%-98.5pp | 81.01%-70.1pp |
| Employer contribution / active EE | $844 | $2,594-67.5% | $3,653-76.9% | $2,440-65.4% |
| Participant deferral / active EE | $935 | $3,128-70.1% | $4,238-77.9% | $3,608-74.1% |
| Admin fee / account holder | $353 | $4,251-91.7% | $5,795-93.9% | $5,124-93.1% |