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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 | $4,569 | $85,766-94.7% | $136,298-96.6% | $70,126-93.5% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 9.41% | 31.46%-22.0pp | 5156.27%-5146.9pp | 73.15%-63.7pp |
| Employer contribution / active EE | $756 | $2,966-74.5% | $4,696-83.9% | $2,343-67.7% |
| Participant deferral / active EE | $1,208 | $5,051-76.1% | $6,247-80.7% | $3,332-63.7% |
| Admin fee / account holder | $475 | $5,421-91.2% | $9,244-94.9% | $4,645-89.8% |