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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 | $3,347 | $100,911-96.7% | $90,440-96.3% | $158,966-97.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 4.24% | 1726.62%-1722.4pp | 1294.38%-1290.1pp | 302.95%-298.7pp |
| Employer contribution / active EE | $158 | $3,690-95.7% | $3,263-95.2% | $4,762-96.7% |
| Participant deferral / active EE | $262 | $4,348-94.0% | $3,964-93.4% | $5,983-95.6% |
| Admin fee / account holder | $911 | $6,507-86.0% | $5,615-83.8% | $11,250-91.9% |