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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 | $4,639 | $104,520-95.6% | $76,823-94.0% | $152,885-97.0% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.1%+22.0pp | 82.5%+11.7pp |
| Annual return | 2.99% | 1014.03%-1011.0pp | 1166.42%-1163.4pp | 345.39%-342.4pp |
| Employer contribution / active EE | $849 | $3,117-72.8% | $2,302-63.1% | $4,763-82.2% |
| Participant deferral / active EE | $389 | $4,236-90.8% | $3,336-88.3% | $5,851-93.4% |
| Admin fee / account holder | $3,937 | $12,283-68.0% | $6,422-38.7% | $11,598-66.1% |