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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 | $30,909 | $100,060-69.1% | $149,721-79.4% | $70,126-55.9% |
| Participation rate | 98.2% | 83.6%+14.7pp | 87.1%+11.2pp | 69.5%+28.7pp |
| Annual return | 2.00% | 27.46%-25.5pp | 1501.67%-1499.7pp | 73.15%-71.1pp |
| Employer contribution / active EE | $1,161 | $3,661-68.3% | $5,444-78.7% | $2,343-50.4% |
| Participant deferral / active EE | $966 | $4,982-80.6% | $6,568-85.3% | $3,332-71.0% |
| Admin fee / account holder | $2,896 | $8,285-65.1% | $11,282-74.3% | $4,645-37.7% |