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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 | $5,768 | $102,422-94.4% | $147,117-96.1% | $80,959-92.9% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.7%+23.4pp |
| Annual return | 10.49% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,382 | $3,717-62.8% | $4,932-72.0% | $2,757-49.9% |
| Participant deferral / active EE | $210 | $6,652-96.8% | $8,065-97.4% | $4,300-95.1% |
| Admin fee / account holder | $657 | $7,953-91.7% | $12,993-94.9% | $6,925-90.5% |