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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 | $20,525 | $78,672-73.9% | $109,163-81.2% | $85,856-76.1% |
| Participation rate | 82.9% | 68.3%+14.7pp | 75.9%+7.0pp | 69.3%+13.6pp |
| Annual return | 8.51% | 25.09%-16.6pp | 25.75%-17.2pp | 318.58%-310.1pp |
| Employer contribution / active EE | $3,986 | $2,734+45.8% | $3,723+7.1% | $2,565+55.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,535 | $5,470-35.4% | $6,754-47.7% | $6,261-43.5% |