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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 | $1,280 | $102,638-98.8% | $81,982-98.4% | $158,982-99.2% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.3%+2.2pp | 82.0%-10.5pp |
| Annual return | 5.95% | 61.05%-55.1pp | 41.31%-35.4pp | 302.99%-297.0pp |
| Employer contribution / active EE | $568 | $3,241-82.5% | $2,498-77.3% | $4,763-88.1% |
| Participant deferral / active EE | $897 | $4,649-80.7% | $3,722-75.9% | $5,983-85.0% |
| Admin fee / account holder | $2,163 | $8,237-73.7% | $5,665-61.8% | $11,252-80.8% |