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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 | $7,021 | $63,346-88.9% | $92,239-92.4% | $70,124-90.0% |
| Participation rate | 75.4% | 68.7%+6.7pp | 76.5%-1.1pp | 69.5%+5.8pp |
| Annual return | 10.32% | 530.19%-519.9pp | 176.29%-166.0pp | 73.14%-62.8pp |
| Employer contribution / active EE | $5,525 | $2,471+123.6% | $3,680+50.1% | $2,342+135.8% |
| Participant deferral / active EE | $468 | $2,854-83.6% | $3,897-88.0% | $3,332-85.9% |
| Admin fee / account holder | $4,169 | $3,841+8.5% | $5,194-19.7% | $4,645-10.3% |