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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 | $7,992 | $104,937-92.4% | $84,628-90.6% | $152,897-94.8% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 9.87% | 373.88%-364.0pp | 258.80%-248.9pp | 345.43%-335.6pp |
| Employer contribution / active EE | $6,149 | $3,303+86.1% | $2,653+131.8% | $4,764+29.1% |
| Participant deferral / active EE | $519 | $4,690-88.9% | $3,900-86.7% | $5,851-91.1% |
| Admin fee / account holder | $9,311 | $6,243+49.1% | $4,914+89.5% | $11,599-19.7% |