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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 | $6,744 | $111,830-94.0% | $93,696-92.8% | $145,884-95.4% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.6pp |
| Annual return | 7.70% | 204.08%-196.4pp | 133.74%-126.0pp | 551.85%-544.2pp |
| Employer contribution / active EE | $558 | $3,093-82.0% | $2,422-77.0% | $4,662-88.0% |
| Participant deferral / active EE | $664 | $4,920-86.5% | $4,417-85.0% | $6,690-90.1% |
| Admin fee / account holder | $3,759 | $10,249-63.3% | $8,287-54.6% | $13,392-71.9% |