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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 | $6,386 | $81,643-92.2% | $70,462-90.9% | $158,950-96.0% |
| Participation rate | 70.8% | 77.7%-6.9pp | 75.1%-4.2pp | 82.0%-11.1pp |
| Annual return | 1.10% | 208.51%-207.4pp | 109.08%-108.0pp | 302.91%-301.8pp |
| Employer contribution / active EE | $1,124 | $3,218-65.1% | $2,737-59.0% | $4,762-76.4% |
| Participant deferral / active EE | $514 | $4,555-88.7% | $3,710-86.1% | $5,983-91.4% |
| Admin fee / account holder | $3,094 | $6,194-50.1% | $3,845-19.5% | $11,248-72.5% |