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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 | $6,419 | $83,337-92.3% | $67,834-90.5% | $273,972-97.7% |
| Participation rate | 77.3% | 76.4%+0.8pp | 68.8%+8.5pp | 83.0%-5.7pp |
| Annual return | 2.36% | 259.45%-257.1pp | 138.47%-136.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $4,783 | $3,287+45.5% | $2,403+99.0% | $4,869-1.8% |
| Participant deferral / active EE | $635 | $4,088-84.5% | $3,160-79.9% | $5,287-88.0% |
| Admin fee / account holder | $438 | $6,752-93.5% | $4,622-90.5% | $10,133-95.7% |