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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 | $22,278 | $78,423-71.6% | $95,964-76.8% | $79,856-72.1% |
| Participation rate | 71.2% | 73.5%-2.3pp | 77.1%-5.9pp | 69.6%+1.6pp |
| Annual return | 7.05% | 19.37%-12.3pp | 91.64%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,121 | $1,945-42.4% | $2,541-55.9% | $2,471-54.6% |
| Participant deferral / active EE | $1,384 | $3,440-59.8% | $4,167-66.8% | $3,741-63.0% |
| Admin fee / account holder | $550 | $5,622-90.2% | $6,797-91.9% | $5,306-89.6% |