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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 | $5,286 | $84,708-93.8% | $75,714-93.0% | $167,536-96.8% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.8%+20.8pp | 82.1%+13.5pp |
| Annual return | 8.29% | 199.62%-191.3pp | 104.62%-96.3pp | 478.82%-470.5pp |
| Employer contribution / active EE | $971 | $3,231-70.0% | $2,744-64.6% | $4,839-79.9% |
| Participant deferral / active EE | $759 | $4,577-83.4% | $3,820-80.1% | $6,342-88.0% |
| Admin fee / account holder | $1,263 | $5,358-76.4% | $3,619-65.1% | $12,315-89.7% |