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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 | $2,483 | $124,980-98.0% | $108,359-97.7% | $154,746-98.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 4.51% | 45.00%-40.5pp | 36.89%-32.4pp | 172.34%-167.8pp |
| Employer contribution / active EE | $644 | $2,851-77.4% | $2,399-73.2% | $4,379-85.3% |
| Participant deferral / active EE | $453 | $4,743-90.4% | $4,137-89.0% | $6,730-93.3% |
| Admin fee / account holder | $1,927 | $11,502-83.2% | $9,741-80.2% | $14,365-86.6% |