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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 | $23,302 | $59,456-60.8% | $93,669-75.1% | $74,429-68.7% |
| Participation rate | 72.7% | 59.6%+13.1pp | 68.7%+4.0pp | 67.2%+5.5pp |
| Annual return | 6.97% | 82.00%-75.0pp | 133.59%-126.6pp | 1368.38%-1361.4pp |
| Employer contribution / active EE | $570 | $1,266-55.0% | $2,424-76.5% | $2,625-78.3% |
| Participant deferral / active EE | $852 | $3,052-72.1% | $4,416-80.7% | $4,348-80.4% |
| Admin fee / account holder | $1,599 | $3,026-47.2% | $8,291-80.7% | $1,944-17.8% |