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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 | $2,813 | $109,863-97.4% | $98,477-97.1% | $167,518-98.3% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 8.29% | 1958.09%-1949.8pp | 1493.59%-1485.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $280 | $3,225-91.3% | $2,961-90.5% | $4,838-94.2% |
| Participant deferral / active EE | $560 | $4,673-88.0% | $4,276-86.9% | $6,342-91.2% |
| Admin fee / account holder | $748 | $6,755-88.9% | $5,951-87.4% | $12,312-93.9% |