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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 | $9,921 | $58,828-83.1% | $78,002-87.3% | $62,881-84.2% |
| Participation rate | 97.9% | 71.1%+26.9pp | 75.5%+22.4pp | 69.3%+28.6pp |
| Annual return | 3.87% | 17.16%-13.3pp | 425.99%-422.1pp | 20.14%-16.3pp |
| Employer contribution / active EE | $4,167 | $1,672+149.3% | $2,470+68.7% | $2,281+82.7% |
| Participant deferral / active EE | $557 | $2,686-79.3% | $3,497-84.1% | $3,203-82.6% |
| Admin fee / account holder | $305 | $4,393-93.1% | $5,481-94.4% | $4,296-92.9% |