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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 | $6,659 | $65,575-89.8% | $86,209-92.3% | $75,181-91.1% |
| Participation rate | 91.8% | 60.5%+31.4pp | 69.0%+22.9pp | 67.2%+24.6pp |
| Annual return | 7.01% | 46.07%-39.1pp | 1169.05%-1162.0pp | 160.69%-153.7pp |
| Employer contribution / active EE | $554 | $1,553-64.3% | $2,381-76.7% | $2,671-79.2% |
| Participant deferral / active EE | $960 | $3,023-68.2% | $3,986-75.9% | $4,126-76.7% |
| Admin fee / account holder | $11,549 | $5,470+111.1% | $6,853+68.5% | $5,650+104.4% |