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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 | $5,265 | $85,766-93.9% | $136,298-96.1% | $70,126-92.5% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 3.97% | 31.46%-27.5pp | 5156.27%-5152.3pp | 73.15%-69.2pp |
| Employer contribution / active EE | $2,288 | $2,966-22.9% | $4,696-51.3% | $2,343-2.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $373 | $5,421-93.1% | $9,244-96.0% | $4,645-92.0% |