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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 | $3,905 | $65,364-94.0% | $92,909-95.8% | $72,975-94.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 9.85% | 42.11%-32.3pp | 109.44%-99.6pp | 81.01%-71.2pp |
| Employer contribution / active EE | $588 | $2,594-77.3% | $3,653-83.9% | $2,440-75.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $467 | $4,251-89.0% | $5,795-91.9% | $5,124-90.9% |