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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 | $1,459 | $72,071-98.0% | $68,368-97.9% | $137,256-98.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 7.55% | 353.14%-345.6pp | 292.57%-285.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $450 | $2,788-83.9% | $2,649-83.0% | $4,156-89.2% |
| Participant deferral / active EE | $471 | $4,410-89.3% | $4,123-88.6% | $6,407-92.6% |
| Admin fee / account holder | $2,905 | $5,336-45.5% | $5,150-43.6% | $12,270-76.3% |