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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 | $10,349 | $111,787-90.7% | $93,681-89.0% | $145,978-92.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 3.23% | 203.52%-200.3pp | 133.47%-130.2pp | 550.52%-547.3pp |
| Employer contribution / active EE | $5,014 | $3,093+62.1% | $2,422+107.0% | $4,662+7.6% |
| Participant deferral / active EE | $965 | $4,918-80.4% | $4,415-78.1% | $6,690-85.6% |
| Admin fee / account holder | $363 | $10,256-96.5% | $8,290-95.6% | $13,400-97.3% |