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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 | $2,631 | $111,785-97.6% | $93,669-97.2% | $145,877-98.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 7.54% | 203.79%-196.2pp | 133.59%-126.1pp | 551.28%-543.7pp |
| Employer contribution / active EE | $629 | $3,096-79.7% | $2,424-74.0% | $4,663-86.5% |
| Participant deferral / active EE | $1,057 | $4,919-78.5% | $4,416-76.1% | $6,691-84.2% |
| Admin fee / account holder | $1,140 | $10,256-88.9% | $8,291-86.3% | $13,402-91.5% |