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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 | $7,888 | $107,363-92.7% | $92,909-91.5% | $152,897-94.8% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 8.48% | 145.63%-137.1pp | 109.44%-101.0pp | 345.43%-337.0pp |
| Employer contribution / active EE | $3,999 | $4,222-5.3% | $3,653+9.5% | $4,764-16.0% |
| Participant deferral / active EE | $349 | $4,848-92.8% | $4,238-91.8% | $5,851-94.0% |
| Admin fee / account holder | $2,635 | $7,082-62.8% | $5,795-54.5% | $11,599-77.3% |