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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 | $5,763 | $95,406-94.0% | $185,849-96.9% | $85,847-93.3% |
| Participation rate | 94.5% | 68.8%+25.8pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 6.89% | 23.59%-16.7pp | 122.10%-115.2pp | 318.61%-311.7pp |
| Employer contribution / active EE | $1,109 | $3,314-66.5% | $5,169-78.5% | $2,565-56.8% |
| Participant deferral / active EE | $410 | $3,424-88.0% | $5,569-92.6% | $3,952-89.6% |
| Admin fee / account holder | $736 | $7,214-89.8% | $16,244-95.5% | $6,261-88.2% |