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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 | $4,480 | $53,128-91.6% | $86,582-94.8% | $70,126-93.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 5.81% | 27.66%-21.8pp | 965.08%-959.3pp | 73.15%-67.3pp |
| Employer contribution / active EE | $239 | $2,068-88.5% | $2,839-91.6% | $2,343-89.8% |
| Participant deferral / active EE | $709 | $2,695-73.7% | $3,609-80.4% | $3,332-78.7% |
| Admin fee / account holder | $1,554 | $3,584-56.6% | $4,904-68.3% | $4,645-66.5% |