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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 | $1,366 | $102,595-98.7% | $94,057-98.5% | $154,746-99.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 9.31% | 583.42%-574.1pp | 480.62%-471.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $391 | $3,147-87.6% | $2,933-86.7% | $4,379-91.1% |
| Participant deferral / active EE | $679 | $5,118-86.7% | $4,709-85.6% | $6,730-89.9% |
| Admin fee / account holder | $1,594 | $7,736-79.4% | $7,244-78.0% | $14,365-88.9% |