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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 | $925 | $72,273-98.7% | $101,275-99.1% | $79,856-98.8% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | -0.22% | 22.30%-22.5pp | 46.48%-46.7pp | 31.71%-31.9pp |
| Employer contribution / active EE | $612 | $2,691-77.2% | $3,660-83.3% | $2,471-75.2% |
| Participant deferral / active EE | $56 | $3,282-98.3% | $4,371-98.7% | $3,741-98.5% |
| Admin fee / account holder | $516 | $4,401-88.3% | $5,948-91.3% | $5,306-90.3% |