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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 | $9,626 | $106,008-90.9% | $92,240-89.6% | $147,586-93.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.88% | 50.05%-41.2pp | 176.29%-167.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $2,421 | $4,333-44.1% | $3,680-34.2% | $4,876-50.4% |
| Participant deferral / active EE | $67 | $4,478-98.5% | $3,897-98.3% | $5,439-98.8% |
| Admin fee / account holder | $1,003 | $6,333-84.2% | $5,194-80.7% | $10,886-90.8% |