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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 | $8,264 | $100,938-91.8% | $90,461-90.9% | $158,982-94.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 1.21% | 1727.20%-1726.0pp | 1294.76%-1293.6pp | 302.99%-301.8pp |
| Employer contribution / active EE | $1,012 | $3,691-72.6% | $3,264-69.0% | $4,763-78.7% |
| Participant deferral / active EE | $672 | $4,350-84.6% | $3,964-83.1% | $5,983-88.8% |
| Admin fee / account holder | $13,314 | $6,510+104.5% | $5,617+137.0% | $11,252+18.3% |