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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 | $4,939 | $102,429-95.2% | $147,096-96.6% | $80,925-93.9% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 11.34% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,054 | $3,716-71.6% | $4,936-78.7% | $2,756-61.8% |
| Participant deferral / active EE | $1,231 | $6,649-81.5% | $8,071-84.8% | $4,299-71.4% |
| Admin fee / account holder | $301 | $7,957-96.2% | $13,005-97.7% | $6,940-95.7% |