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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 | $16,106 | $56,200-71.3% | $67,653-76.2% | $59,633-73.0% |
| Participation rate | 85.0% | 71.5%+13.5pp | 75.7%+9.3pp | 68.7%+16.3pp |
| Annual return | -3.54% | 18506.71%-18510.3pp | 6625.22%-6628.8pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $317 | $1,615-80.4% | $2,266-86.0% | $2,203-85.6% |
| Participant deferral / active EE | $1,049 | $2,843-63.1% | $3,560-70.5% | $3,192-67.1% |
| Admin fee / account holder | $432 | $3,959-89.1% | $4,821-91.0% | $4,297-90.0% |