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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 | $3,504 | $48,327-92.7% | $67,575-94.8% | $80,935-95.7% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.7%+30.8pp |
| Annual return | 10.83% | 18.31%-7.5pp | 3528.98%-3518.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $757 | $2,022-62.6% | $2,736-72.3% | $2,757-72.6% |
| Participant deferral / active EE | $777 | $2,927-73.5% | $4,003-80.6% | $4,299-81.9% |
| Admin fee / account holder | $344 | $3,692-90.7% | $3,993-91.4% | $6,924-95.0% |