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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 | $5,844 | $70,684-91.7% | $169,397-96.6% | $75,177-92.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 13.77% | 36.38%-22.6pp | 406.23%-392.5pp | 160.75%-147.0pp |
| Employer contribution / active EE | $710 | $2,211-67.9% | $4,013-82.3% | $2,671-73.4% |
| Participant deferral / active EE | $1,036 | $4,310-75.9% | $6,223-83.3% | $4,126-74.9% |
| Admin fee / account holder | $368 | $5,404-93.2% | $9,017-95.9% | $5,651-93.5% |