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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 | $7,673 | $48,327-84.1% | $67,575-88.6% | $80,935-90.5% |
| Participation rate | 78.4% | 66.4%+12.0pp | 72.9%+5.5pp | 67.7%+10.7pp |
| Annual return | 4.66% | 18.31%-13.6pp | 3528.98%-3524.3pp | 35.66%-31.0pp |
| Employer contribution / active EE | $572 | $2,022-71.7% | $2,736-79.1% | $2,757-79.2% |
| Participant deferral / active EE | $747 | $2,927-74.5% | $4,003-81.3% | $4,299-82.6% |
| Admin fee / account holder | $444 | $3,692-88.0% | $3,993-88.9% | $6,924-93.6% |