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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 | $8,586 | $111,830-92.3% | $93,696-90.8% | $145,884-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.69% | 204.08%-196.4pp | 133.74%-126.1pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,708 | $3,093-44.8% | $2,422-29.5% | $4,662-63.4% |
| Participant deferral / active EE | $230 | $4,920-95.3% | $4,417-94.8% | $6,690-96.6% |
| Admin fee / account holder | $3,349 | $10,249-67.3% | $8,287-59.6% | $13,392-75.0% |