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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 | $6,850 | $102,393-93.3% | $147,041-95.3% | $80,911-91.5% |
| Participation rate | 90.6% | 75.9%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 11.07% | 134.95%-123.9pp | 419.21%-408.1pp | 35.63%-24.6pp |
| Employer contribution / active EE | $2,134 | $3,715-42.6% | $4,935-56.8% | $2,756-22.6% |
| Participant deferral / active EE | $1,780 | $6,647-73.2% | $8,071-77.9% | $4,297-58.6% |
| Admin fee / account holder | $1,606 | $7,943-79.8% | $13,006-87.7% | $6,935-76.8% |