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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 | $3,045 | $88,702-96.6% | $81,780-96.3% | $145,978-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.49% | 1029.12%-1020.6pp | 776.27%-767.8pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,370 | $3,084-55.6% | $2,914-53.0% | $4,662-70.6% |
| Participant deferral / active EE | $260 | $4,645-94.4% | $4,321-94.0% | $6,690-96.1% |
| Admin fee / account holder | $1,301 | $8,414-84.5% | $7,384-82.4% | $13,400-90.3% |