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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 | $6,262 | $65,566-90.4% | $86,235-92.7% | $75,177-91.7% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.8pp | 67.2%+28.5pp |
| Annual return | 2.68% | 46.07%-43.4pp | 1170.03%-1167.4pp | 160.75%-158.1pp |
| Employer contribution / active EE | $567 | $1,553-63.5% | $2,381-76.2% | $2,671-78.8% |
| Participant deferral / active EE | $842 | $3,023-72.1% | $3,987-78.9% | $4,126-79.6% |
| Admin fee / account holder | $1,669 | $5,470-69.5% | $6,856-75.7% | $5,651-70.5% |