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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 | $4,570 | $99,921-95.4% | $85,009-94.6% | $145,959-96.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 7.71% | 83.89%-76.2pp | 66.47%-58.8pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,578 | $3,233-51.2% | $2,728-42.1% | $4,661-66.1% |
| Participant deferral / active EE | $639 | $5,293-87.9% | $4,522-85.9% | $6,689-90.4% |
| Admin fee / account holder | $1,265 | $7,252-82.5% | $6,153-79.4% | $13,398-90.6% |