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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 | $8,416 | $160,028-94.7% | $147,080-94.3% | $145,884-94.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 1.24% | 98.60%-97.4pp | 420.17%-418.9pp | 551.85%-550.6pp |
| Employer contribution / active EE | $1,032 | $5,286-80.5% | $4,933-79.1% | $4,662-77.9% |
| Participant deferral / active EE | $972 | $8,422-88.5% | $8,066-87.9% | $6,690-85.5% |
| Admin fee / account holder | $504 | $15,030-96.6% | $12,989-96.1% | $13,392-96.2% |