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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 | $7,146 | $156,616-95.4% | $133,346-94.6% | $198,609-96.4% |
| Participation rate | 85.7% | 77.7%+8.0pp | 72.8%+12.9pp | 82.4%+3.3pp |
| Annual return | -0.48% | 44.25%-44.7pp | 36.85%-37.3pp | 202.70%-203.2pp |
| Employer contribution / active EE | $1,251 | $3,368-62.9% | $2,853-56.2% | $5,055-75.3% |
| Participant deferral / active EE | $29 | $4,920-99.4% | $4,332-99.3% | $6,977-99.6% |
| Admin fee / account holder | $7,157 | $17,468-59.0% | $14,264-49.8% | $19,030-62.4% |