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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 | $3,981 | $125,193-96.8% | $105,591-96.2% | $145,978-97.3% |
| Participation rate | 89.5% | 77.6%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 6.41% | 225.53%-219.1pp | 116.43%-110.0pp | 550.52%-544.1pp |
| Employer contribution / active EE | $890 | $3,718-76.1% | $3,166-71.9% | $4,662-80.9% |
| Participant deferral / active EE | $909 | $5,708-84.1% | $5,008-81.9% | $6,690-86.4% |
| Admin fee / account holder | $445 | $17,277-97.4% | $11,024-96.0% | $13,400-96.7% |