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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 | $6,418 | $85,766-92.5% | $136,298-95.3% | $70,126-90.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.90% | 31.46%-23.6pp | 5156.27%-5148.4pp | 73.15%-65.2pp |
| Employer contribution / active EE | $1,549 | $2,966-47.8% | $4,696-67.0% | $2,343-33.9% |
| Participant deferral / active EE | $558 | $5,051-88.9% | $6,247-91.1% | $3,332-83.2% |
| Admin fee / account holder | $1,014 | $5,421-81.3% | $9,244-89.0% | $4,645-78.2% |