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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 | $8,406 | $81,696-89.7% | $70,494-88.1% | $158,982-94.7% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 2.27% | 208.70%-206.4pp | 109.16%-106.9pp | 302.99%-300.7pp |
| Employer contribution / active EE | $793 | $3,220-75.4% | $2,738-71.0% | $4,763-83.3% |
| Participant deferral / active EE | $793 | $4,558-82.6% | $3,711-78.6% | $5,983-86.7% |
| Admin fee / account holder | $4,465 | $6,200-28.0% | $3,848+16.0% | $11,252-60.3% |