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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 | $6,846 | $63,346-89.2% | $92,240-92.6% | $70,126-90.2% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 9.56% | 530.19%-520.6pp | 176.29%-166.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $2,570 | $2,471+4.0% | $3,680-30.1% | $2,343+9.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,301 | $3,841-40.1% | $5,194-55.7% | $4,645-50.5% |