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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 | $4,624 | $102,422-95.5% | $147,117-96.9% | $80,959-94.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 8.64% | 135.16%-126.5pp | 420.54%-411.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,068 | $3,717-71.3% | $4,932-78.4% | $2,757-61.3% |
| Participant deferral / active EE | $2,373 | $6,652-64.3% | $8,065-70.6% | $4,300-44.8% |
| Admin fee / account holder | $1,559 | $7,953-80.4% | $12,993-88.0% | $6,925-77.5% |