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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 | $2,364 | $34,316-93.1% | $74,719-96.8% | $72,983-96.8% |
| Participation rate | 86.7% | 42.4%+44.3pp | 54.5%+32.2pp | 69.5%+17.2pp |
| Annual return | 14.95% | 26.58%-11.6pp | 753.05%-738.1pp | 81.01%-66.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $36 | $1,272-97.1% | $1,963-98.2% | $3,608-99.0% |
| Admin fee / account holder | $312 | $2,125-85.3% | $3,334-90.6% | $5,124-93.9% |