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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 | $6,342 | $91,198-93.0% | $178,503-96.4% | $79,856-92.1% |
| Participation rate | 93.0% | 69.2%+23.8pp | 81.9%+11.1pp | 69.6%+23.3pp |
| Annual return | 4.04% | 24.20%-20.2pp | 151.12%-147.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,014 | $3,257-68.8% | $5,011-79.8% | $2,471-58.9% |
| Participant deferral / active EE | $562 | $3,237-82.6% | $5,202-89.2% | $3,741-85.0% |
| Admin fee / account holder | $1,450 | $6,748-78.5% | $13,987-89.6% | $5,306-72.7% |