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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 | $102,422-95.2% | $147,117-96.6% | $80,959-93.9% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 11.34% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,054 | $3,717-71.7% | $4,932-78.6% | $2,757-61.8% |
| Participant deferral / active EE | $1,231 | $6,652-81.5% | $8,065-84.7% | $4,300-71.4% |
| Admin fee / account holder | $301 | $7,953-96.2% | $12,993-97.7% | $6,925-95.6% |