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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 | $6,725 | $49,896-86.5% | $80,627-91.7% | $75,173-91.1% |
| Participation rate | 98.6% | 55.3%+43.3pp | 67.0%+31.6pp | 67.2%+31.4pp |
| Annual return | 13.73% | 34.67%-20.9pp | 936.76%-923.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $2,134 | $1,699+25.6% | $2,723-21.6% | $2,671-20.1% |
| Participant deferral / active EE | $715 | $2,992-76.1% | $4,443-83.9% | $4,126-82.7% |
| Admin fee / account holder | $1,690 | $3,578-52.8% | $5,381-68.6% | $5,651-70.1% |