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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 | $9,804 | $48,570-79.8% | $130,660-92.5% | $72,976-86.6% |
| Participation rate | 88.2% | 58.6%+29.7pp | 71.7%+16.5pp | 69.5%+18.7pp |
| Annual return | 15.54% | 38.63%-23.1pp | 1709.29%-1693.8pp | 81.02%-65.5pp |
| Employer contribution / active EE | $417 | $1,334-68.7% | $4,092-89.8% | $2,440-82.9% |
| Participant deferral / active EE | $619 | $2,384-74.0% | $3,603-82.8% | $3,608-82.8% |
| Admin fee / account holder | $3,243 | $3,549-8.6% | $5,463-40.6% | $5,124-36.7% |