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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 | $2,877 | $110,337-97.4% | $102,383-97.2% | $145,877-98.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 5.29% | 24.83%-19.5pp | 24.94%-19.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $956 | $4,216-77.3% | $3,870-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $717 | $9,750-92.7% | $8,391-91.5% | $13,402-94.7% |