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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 | $9,982 | $79,223-87.4% | $102,460-90.3% | $74,478-86.6% |
| Participation rate | 94.3% | 74.8%+19.6pp | 76.5%+17.8pp | 67.2%+27.1pp |
| Annual return | 8.43% | 54.98%-46.6pp | 29.47%-21.0pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $791 | $2,363-66.5% | $3,025-73.9% | $2,626-69.9% |
| Participant deferral / active EE | $241 | $4,417-94.5% | $5,056-95.2% | $4,350-94.5% |
| Admin fee / account holder | $1,080 | $2,003-46.1% | $9,460-88.6% | $1,946-44.5% |