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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 | $5,986 | $108,942-94.5% | $100,415-94.0% | $145,897-95.9% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 7.12% | 58.27%-51.2pp | 49.47%-42.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $490 | $4,422-88.9% | $3,943-87.6% | $4,663-89.5% |
| Participant deferral / active EE | $1,123 | $8,461-86.7% | $8,091-86.1% | $6,689-83.2% |
| Admin fee / account holder | $387 | $9,702-96.0% | $7,906-95.1% | $13,390-97.1% |