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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 | $10,737 | $102,382-89.5% | $147,005-92.7% | $80,874-86.7% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 11.62% | 134.89%-123.3pp | 418.76%-407.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,018 | $3,715-72.6% | $4,934-79.4% | $2,756-63.1% |
| Participant deferral / active EE | $1,907 | $6,646-71.3% | $8,070-76.4% | $4,297-55.6% |
| Admin fee / account holder | $1,022 | $7,942-87.1% | $13,006-92.1% | $6,935-85.3% |