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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 | $1,593 | $102,245-98.4% | $89,340-98.2% | $137,256-98.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 3.54% | 21.89%-18.3pp | 20.57%-17.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $285 | $2,529-88.7% | $2,231-87.2% | $4,156-93.1% |
| Participant deferral / active EE | $656 | $4,436-85.2% | $3,823-82.9% | $6,407-89.8% |
| Admin fee / account holder | $1,572 | $8,085-80.6% | $6,704-76.6% | $12,270-87.2% |