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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 | $11,727 | $112,131-89.5% | $95,964-87.8% | $158,982-92.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.17% | 171.19%-165.0pp | 91.64%-85.5pp | 302.99%-296.8pp |
| Employer contribution / active EE | $830 | $3,199-74.1% | $2,541-67.3% | $4,763-82.6% |
| Participant deferral / active EE | $416 | $4,784-91.3% | $4,167-90.0% | $5,983-93.1% |
| Admin fee / account holder | $1,236 | $10,136-87.8% | $6,797-81.8% | $11,252-89.0% |