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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 | $8,503 | $105,200-91.9% | $159,474-94.7% | $85,847-90.1% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 8.76% | 45.08%-36.3pp | 263.68%-254.9pp | 318.61%-309.8pp |
| Employer contribution / active EE | $843 | $3,319-74.6% | $4,831-82.6% | $2,565-67.2% |
| Participant deferral / active EE | $1,263 | $5,946-78.8% | $7,353-82.8% | $3,952-68.0% |
| Admin fee / account holder | $587 | $6,934-91.5% | $10,802-94.6% | $6,261-90.6% |