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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 | $5,648 | $102,663-94.5% | $86,216-93.4% | $139,466-96.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 7.93% | 1924.52%-1916.6pp | 1169.42%-1161.5pp | 373.66%-365.7pp |
| Employer contribution / active EE | $671 | $3,035-77.9% | $2,382-71.8% | $4,754-85.9% |
| Participant deferral / active EE | $941 | $4,677-79.9% | $3,986-76.4% | $6,712-86.0% |
| Admin fee / account holder | $525 | $8,663-93.9% | $6,853-92.3% | $11,409-95.4% |