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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 | $111,787-94.0% | $93,681-92.8% | $145,978-95.4% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 7.70% | 203.52%-195.8pp | 133.47%-125.8pp | 550.52%-542.8pp |
| Employer contribution / active EE | $558 | $3,093-82.0% | $2,422-77.0% | $4,662-88.0% |
| Participant deferral / active EE | $664 | $4,918-86.5% | $4,415-85.0% | $6,690-90.1% |
| Admin fee / account holder | $3,759 | $10,256-63.4% | $8,290-54.7% | $13,400-71.9% |