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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 | $3,563 | $61,125-94.2% | $94,057-96.2% | $87,485-95.9% |
| Participation rate | 91.1% | 64.1%+27.0pp | 73.3%+17.8pp | 68.9%+22.2pp |
| Annual return | 12.14% | 35.20%-23.1pp | 480.62%-468.5pp | 26.06%-13.9pp |
| Employer contribution / active EE | $838 | $2,136-60.8% | $2,933-71.4% | $2,596-67.7% |
| Participant deferral / active EE | $641 | $3,260-80.4% | $4,709-86.4% | $4,274-85.0% |
| Admin fee / account holder | $565 | $5,629-90.0% | $7,244-92.2% | $7,775-92.7% |