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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 | $2,517 | $102,393-97.5% | $147,041-98.3% | $80,911-96.9% |
| Participation rate | 93.0% | 75.9%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 8.48% | 134.95%-126.5pp | 419.21%-410.7pp | 35.63%-27.1pp |
| Employer contribution / active EE | $1,241 | $3,715-66.6% | $4,935-74.9% | $2,756-55.0% |
| Participant deferral / active EE | $520 | $6,647-92.2% | $8,071-93.6% | $4,297-87.9% |
| Admin fee / account holder | $433 | $7,943-94.5% | $13,006-96.7% | $6,935-93.8% |