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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 | $2,389 | $106,864-97.8% | $147,318-98.4% | $82,637-97.1% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 0.26% | 27.49%-27.2pp | 70.43%-70.2pp | 53.51%-53.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $509 | $6,496-92.2% | $7,906-93.6% | $4,126-87.7% |
| Admin fee / account holder | $929 | $8,415-89.0% | $13,708-93.2% | $7,339-87.3% |