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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 | $25,300 | $81,208-68.8% | $98,920-74.4% | $79,856-68.3% |
| Participation rate | 94.8% | 72.5%+22.3pp | 76.0%+18.8pp | 69.6%+25.2pp |
| Annual return | 7.20% | 60.99%-53.8pp | 196.47%-189.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,251 | $1,960-36.2% | $2,689-53.5% | $2,471-49.4% |
| Participant deferral / active EE | $1,391 | $3,265-57.4% | $4,245-67.2% | $3,741-62.8% |
| Admin fee / account holder | $2,156 | $6,013-64.1% | $6,643-67.5% | $5,306-59.4% |