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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 | $2,476 | $100,139-97.5% | $85,187-97.1% | $145,884-98.3% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 3.97% | 84.15%-80.2pp | 66.67%-62.7pp | 551.85%-547.9pp |
| Employer contribution / active EE | $678 | $3,238-79.1% | $2,732-75.2% | $4,662-85.5% |
| Participant deferral / active EE | $715 | $5,296-86.5% | $4,525-84.2% | $6,690-89.3% |
| Admin fee / account holder | $1,099 | $7,262-84.9% | $6,162-82.2% | $13,392-91.8% |