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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 | $1,606 | $69,248-97.7% | $64,101-97.5% | $139,466-98.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.59% | 45.95%-44.4pp | 33.72%-32.1pp | 373.66%-372.1pp |
| Employer contribution / active EE | $616 | $3,185-80.6% | $2,749-77.6% | $4,754-87.0% |
| Participant deferral / active EE | $773 | $4,682-83.5% | $3,881-80.1% | $6,712-88.5% |
| Admin fee / account holder | $4,155 | $4,247-2.2% | $3,070+35.3% | $11,409-63.6% |