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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 | $12,331 | $112,121-89.0% | $95,960-87.1% | $158,966-92.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 1.95% | 171.16%-169.2pp | 91.63%-89.7pp | 302.95%-301.0pp |
| Employer contribution / active EE | $1,929 | $3,199-39.7% | $2,541-24.1% | $4,762-59.5% |
| Participant deferral / active EE | $401 | $4,784-91.6% | $4,167-90.4% | $5,983-93.3% |
| Admin fee / account holder | $1,386 | $10,135-86.3% | $6,797-79.6% | $11,250-87.7% |