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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 | $14,631 | $65,555-77.7% | $86,216-83.0% | $75,173-80.5% |
| Participation rate | 96.9% | 60.5%+36.4pp | 69.0%+27.9pp | 67.2%+29.7pp |
| Annual return | 10.85% | 46.07%-35.2pp | 1169.42%-1158.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $594 | $1,553-61.8% | $2,382-75.1% | $2,671-77.8% |
| Participant deferral / active EE | $533 | $3,023-82.4% | $3,986-86.6% | $4,126-87.1% |
| Admin fee / account holder | $432 | $5,469-92.1% | $6,853-93.7% | $5,651-92.4% |