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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 | $6,044 | $102,385-94.1% | $147,080-95.9% | $80,935-92.5% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 10.37% | 135.09%-124.7pp | 420.17%-409.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,268 | $3,717-65.9% | $4,933-74.3% | $2,757-54.0% |
| Participant deferral / active EE | $2,431 | $6,651-63.5% | $8,066-69.9% | $4,299-43.5% |
| Admin fee / account holder | $372 | $7,951-95.3% | $12,989-97.1% | $6,924-94.6% |