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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 | $17,876 | $86,288-79.3% | $111,306-83.9% | $85,851-79.2% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 10.14% | 19.99%-9.9pp | 54.67%-44.5pp | 318.63%-308.5pp |
| Employer contribution / active EE | $1,093 | $2,044-46.5% | $2,732-60.0% | $2,565-57.4% |
| Participant deferral / active EE | $1,096 | $3,641-69.9% | $4,488-75.6% | $3,952-72.3% |
| Admin fee / account holder | $2,040 | $8,189-75.1% | $7,966-74.4% | $6,261-67.4% |