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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 | $9,799 | $81,643-88.0% | $70,462-86.1% | $158,950-93.8% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.2pp | 82.0%+13.3pp |
| Annual return | 1.80% | 208.51%-206.7pp | 109.08%-107.3pp | 302.91%-301.1pp |
| Employer contribution / active EE | $2,978 | $3,218-7.4% | $2,737+8.8% | $4,762-37.5% |
| Participant deferral / active EE | $708 | $4,555-84.5% | $3,710-80.9% | $5,983-88.2% |
| Admin fee / account holder | $1,057 | $6,194-82.9% | $3,845-72.5% | $11,248-90.6% |