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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 | $7,624 | $85,766-91.1% | $136,298-94.4% | $70,126-89.1% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 9.51% | 31.46%-21.9pp | 5156.27%-5146.8pp | 73.15%-63.6pp |
| Employer contribution / active EE | $546 | $2,966-81.6% | $4,696-88.4% | $2,343-76.7% |
| Participant deferral / active EE | $531 | $5,051-89.5% | $6,247-91.5% | $3,332-84.1% |
| Admin fee / account holder | $1,864 | $5,421-65.6% | $9,244-79.8% | $4,645-59.9% |