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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 | $9,317 | $84,741-89.0% | $75,731-87.7% | $167,553-94.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.8%+17.5pp | 82.1%+10.2pp |
| Annual return | 6.84% | 199.72%-192.9pp | 104.65%-97.8pp | 478.89%-472.0pp |
| Employer contribution / active EE | $717 | $3,230-77.8% | $2,743-73.9% | $4,840-85.2% |
| Participant deferral / active EE | $548 | $4,577-88.0% | $3,820-85.6% | $6,343-91.4% |
| Admin fee / account holder | $308 | $5,361-94.2% | $3,620-91.5% | $12,316-97.5% |