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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 | $6,409 | $65,364-90.2% | $92,909-93.1% | $72,975-91.2% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 15.24% | 42.11%-26.9pp | 109.44%-94.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,083 | $2,594-58.3% | $3,653-70.4% | $2,440-55.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,191 | $4,251-48.5% | $5,795-62.2% | $5,124-57.2% |