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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 | $5,542 | $77,908-92.9% | $149,696-96.3% | $75,173-92.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.26% | 31.73%-18.5pp | 134.46%-121.2pp | 160.72%-147.5pp |
| Employer contribution / active EE | $762 | $3,138-75.7% | $4,821-84.2% | $2,671-71.5% |
| Participant deferral / active EE | $739 | $3,411-78.3% | $5,682-87.0% | $4,126-82.1% |
| Admin fee / account holder | $307 | $5,950-94.8% | $13,212-97.7% | $5,651-94.6% |