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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 | $6,669 | $75,832-91.2% | $147,618-95.5% | $59,633-88.8% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.7pp | 68.7%+25.6pp |
| Annual return | -6.57% | 0.37%-6.9pp | 61.98%-68.6pp | 2041.40%-2048.0pp |
| Employer contribution / active EE | $499 | $3,485-85.7% | $5,565-91.0% | $2,203-77.4% |
| Participant deferral / active EE | $688 | $3,131-78.0% | $4,895-85.9% | $3,192-78.4% |
| Admin fee / account holder | $433 | $5,986-92.8% | $11,612-96.3% | $4,297-89.9% |