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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 | $6,202 | $61,125-89.9% | $94,057-93.4% | $87,485-92.9% |
| Participation rate | 72.9% | 64.1%+8.9pp | 73.3%-0.4pp | 68.9%+4.0pp |
| Annual return | 5.88% | 35.20%-29.3pp | 480.62%-474.7pp | 26.06%-20.2pp |
| Employer contribution / active EE | $261 | $2,136-87.8% | $2,933-91.1% | $2,596-89.9% |
| Participant deferral / active EE | $672 | $3,260-79.4% | $4,709-85.7% | $4,274-84.3% |
| Admin fee / account holder | $1,294 | $5,629-77.0% | $7,244-82.1% | $7,775-83.4% |