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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 | $2,216 | $78,690-97.2% | $161,489-98.6% | $87,485-97.5% |
| Participation rate | 83.3% | 67.5%+15.9pp | 78.7%+4.6pp | 68.9%+14.4pp |
| Annual return | 4.82% | 32.74%-27.9pp | 89.72%-84.9pp | 26.06%-21.2pp |
| Employer contribution / active EE | $814 | $2,588-68.6% | $4,268-80.9% | $2,596-68.7% |
| Participant deferral / active EE | $630 | $3,311-81.0% | $5,630-88.8% | $4,274-85.3% |
| Admin fee / account holder | $502 | $6,724-92.5% | $16,006-96.9% | $7,775-93.5% |