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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 | $11,673 | $77,157-84.9% | $108,405-89.2% | $85,847-86.4% |
| Participation rate | 73.7% | 74.7%-1.0pp | 80.1%-6.5pp | 69.3%+4.4pp |
| Annual return | 12.81% | 44.55%-31.7pp | 905.55%-892.7pp | 318.61%-305.8pp |
| Employer contribution / active EE | $660 | $2,379-72.3% | $3,559-81.5% | $2,565-74.3% |
| Participant deferral / active EE | $1,342 | $5,567-75.9% | $6,563-79.6% | $3,952-66.1% |
| Admin fee / account holder | $323 | $5,174-93.8% | $7,297-95.6% | $6,261-94.8% |