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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 | $9,313 | $106,008-91.2% | $92,240-89.9% | $147,586-93.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.92% | 50.05%-49.1pp | 176.29%-175.4pp | 578.59%-577.7pp |
| Employer contribution / active EE | $1,250 | $4,333-71.2% | $3,680-66.0% | $4,876-74.4% |
| Participant deferral / active EE | $214 | $4,478-95.2% | $3,897-94.5% | $5,439-96.1% |
| Admin fee / account holder | $5,285 | $6,333-16.5% | $5,194+1.8% | $10,886-51.4% |