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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 | $3,290 | $85,171-96.1% | $172,753-98.1% | $72,976-95.5% |
| Participation rate | 92.2% | 70.1%+22.1pp | 82.6%+9.5pp | 69.5%+22.7pp |
| Annual return | 0.38% | 27.32%-26.9pp | 803.00%-802.6pp | 81.02%-80.6pp |
| Employer contribution / active EE | $1,231 | $3,324-63.0% | $5,144-76.1% | $2,440-49.6% |
| Participant deferral / active EE | $54 | $3,260-98.4% | $5,198-99.0% | $3,608-98.5% |
| Admin fee / account holder | $358 | $5,880-93.9% | $13,956-97.4% | $5,124-93.0% |