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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 | $2,368 | $81,331-97.1% | $155,534-98.5% | $80,935-97.1% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 10.51% | 33.37%-22.9pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $437 | $3,105-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $671 | $3,454-80.6% | $5,630-88.1% | $4,299-84.4% |
| Admin fee / account holder | $654 | $7,999-91.8% | $15,900-95.9% | $6,924-90.6% |