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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 | $2,691 | $97,751-97.2% | $103,431-97.4% | $145,978-98.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.08% | 25.43%-17.3pp | 23.92%-15.8pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,652 | $4,684-64.7% | $4,678-64.7% | $4,662-64.6% |
| Participant deferral / active EE | $653 | $6,603-90.1% | $6,625-90.1% | $6,690-90.2% |
| Admin fee / account holder | $2,118 | $12,515-83.1% | $9,412-77.5% | $13,400-84.2% |