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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 | $18,570 | $83,485-77.8% | $125,195-85.2% | $72,976-74.6% |
| Participation rate | 93.8% | 73.3%+20.5pp | 79.8%+14.1pp | 69.5%+24.4pp |
| Annual return | 15.56% | 25.77%-10.2pp | 43.79%-28.2pp | 81.02%-65.5pp |
| Employer contribution / active EE | $3,914 | $2,346+66.8% | $3,866+1.2% | $2,440+60.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $322 | $5,518-94.2% | $9,704-96.7% | $5,124-93.7% |