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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 | $7,451 | $125,184-94.0% | $105,607-92.9% | $145,884-94.9% |
| Participation rate | 81.0% | 77.6%+3.3pp | 75.3%+5.7pp | 80.3%+0.6pp |
| Annual return | 6.88% | 225.00%-218.1pp | 116.11%-109.2pp | 551.85%-545.0pp |
| Employer contribution / active EE | $807 | $3,720-78.3% | $3,167-74.5% | $4,662-82.7% |
| Participant deferral / active EE | $1,328 | $5,714-76.8% | $5,011-73.5% | $6,690-80.2% |
| Admin fee / account holder | $2,800 | $17,133-83.7% | $10,958-74.4% | $13,392-79.1% |