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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 | $9,128 | $65,423-86.0% | $98,477-90.7% | $85,856-89.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 6.98% | 21.76%-14.8pp | 1493.59%-1486.6pp | 318.58%-311.6pp |
| Employer contribution / active EE | $1,110 | $2,168-48.8% | $2,961-62.5% | $2,565-56.7% |
| Participant deferral / active EE | $372 | $3,167-88.2% | $4,276-91.3% | $3,952-90.6% |
| Admin fee / account holder | $1,287 | $4,594-72.0% | $5,951-78.4% | $6,261-79.4% |