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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 | $2,203 | $84,236-97.4% | $170,435-98.7% | $70,126-96.9% |
| Participation rate | 90.7% | 70.8%+19.9pp | 83.6%+7.1pp | 69.5%+21.2pp |
| Annual return | 11.36% | 23.06%-11.7pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $456 | $3,387-86.5% | $5,432-91.6% | $2,343-80.5% |
| Participant deferral / active EE | $503 | $3,086-83.7% | $4,939-89.8% | $3,332-84.9% |
| Admin fee / account holder | $405 | $5,698-92.9% | $13,881-97.1% | $4,645-91.3% |