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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 | $1,459 | $114,013-98.7% | $103,693-98.6% | $155,188-99.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 7.55% | 49.31%-41.8pp | 47.61%-40.1pp | 148.84%-141.3pp |
| Employer contribution / active EE | $450 | $3,131-85.6% | $2,920-84.6% | $4,248-89.4% |
| Participant deferral / active EE | $471 | $4,970-90.5% | $4,579-89.7% | $6,531-92.8% |
| Admin fee / account holder | $2,905 | $8,407-65.4% | $7,858-63.0% | $14,480-79.9% |