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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 | $3,946 | $63,346-93.8% | $92,240-95.7% | $70,126-94.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.56% | 530.19%-526.6pp | 176.29%-172.7pp | 73.15%-69.6pp |
| Employer contribution / active EE | $865 | $2,471-65.0% | $3,680-76.5% | $2,343-63.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $759 | $3,841-80.2% | $5,194-85.4% | $4,645-83.7% |