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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 | $2,305 | $111,878-97.9% | $93,727-97.5% | $145,897-98.4% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.1pp |
| Annual return | 2.05% | 204.28%-202.2pp | 133.83%-131.8pp | 552.29%-550.2pp |
| Employer contribution / active EE | $936 | $3,092-69.7% | $2,421-61.3% | $4,663-79.9% |
| Participant deferral / active EE | $649 | $4,920-86.8% | $4,417-85.3% | $6,689-90.3% |
| Admin fee / account holder | $750 | $10,256-92.7% | $8,292-91.0% | $13,390-94.4% |