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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 | $102,595-98.6% | $94,057-98.4% | $154,746-99.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 7.55% | 583.42%-575.9pp | 480.62%-473.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $450 | $3,147-85.7% | $2,933-84.7% | $4,379-89.7% |
| Participant deferral / active EE | $471 | $5,118-90.8% | $4,709-90.0% | $6,730-93.0% |
| Admin fee / account holder | $2,905 | $7,736-62.4% | $7,244-59.9% | $14,365-79.8% |