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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 | $2,848 | $61,125-95.3% | $94,057-97.0% | $87,485-96.7% |
| Participation rate | 87.7% | 64.1%+23.7pp | 73.3%+14.4pp | 68.9%+18.8pp |
| Annual return | 12.48% | 35.20%-22.7pp | 480.62%-468.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $215 | $2,136-89.9% | $2,933-92.7% | $2,596-91.7% |
| Participant deferral / active EE | $555 | $3,260-83.0% | $4,709-88.2% | $4,274-87.0% |
| Admin fee / account holder | $2,107 | $5,629-62.6% | $7,244-70.9% | $7,775-72.9% |