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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 | $1,046 | $51,642-98.0% | $129,384-99.2% | $80,935-98.7% |
| Participation rate | 82.8% | 56.9%+25.8pp | 69.6%+13.1pp | 67.7%+15.1pp |
| Annual return | 7.10% | 20.78%-13.7pp | 9461.77%-9454.7pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $532 | $2,670-80.1% | $4,166-87.2% | $4,299-87.6% |
| Admin fee / account holder | $649 | $4,312-84.9% | $7,686-91.6% | $6,924-90.6% |