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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 | $10,830 | $60,139-82.0% | $90,461-88.0% | $79,856-86.4% |
| Participation rate | 84.1% | 65.0%+19.1pp | 72.7%+11.4pp | 69.6%+14.5pp |
| Annual return | 9.62% | 71.96%-62.3pp | 1294.76%-1285.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $358 | $2,069-82.7% | $3,264-89.0% | $2,471-85.5% |
| Participant deferral / active EE | $681 | $2,939-76.8% | $3,964-82.8% | $3,741-81.8% |
| Admin fee / account holder | $1,301 | $3,978-67.3% | $5,617-76.8% | $5,306-75.5% |