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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 | $546 | $124,980-99.6% | $108,359-99.5% | $154,746-99.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 2.61% | 45.00%-42.4pp | 36.89%-34.3pp | 172.34%-169.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $257 | $4,743-94.6% | $4,137-93.8% | $6,730-96.2% |
| Admin fee / account holder | $623 | $11,502-94.6% | $9,741-93.6% | $14,365-95.7% |