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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 | $9,135 | $78,694-88.4% | $67,652-86.5% | $125,389-92.7% |
| Participation rate | 95.5% | 78.8%+16.6pp | 75.7%+19.8pp | 83.2%+12.3pp |
| Annual return | -3.58% | 9.46%-13.0pp | 6625.40%-6629.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,800 | $3,044-40.9% | $2,266-20.5% | $4,866-63.0% |
| Participant deferral / active EE | $1,156 | $4,292-73.1% | $3,560-67.5% | $5,352-78.4% |
| Admin fee / account holder | $1,080 | $7,403-85.4% | $4,821-77.6% | $9,541-88.7% |