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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 | $1,485 | $100,203-98.5% | $85,240-98.3% | $145,897-99.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 3.55% | 84.28%-80.7pp | 66.75%-63.2pp | 552.29%-548.7pp |
| Employer contribution / active EE | $389 | $3,242-88.0% | $2,735-85.8% | $4,663-91.7% |
| Participant deferral / active EE | $726 | $5,299-86.3% | $4,527-84.0% | $6,689-89.1% |
| Admin fee / account holder | $1,408 | $7,265-80.6% | $6,165-77.2% | $13,390-89.5% |