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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 | $31,662 | $100,060-68.4% | $149,721-78.9% | $70,126-54.8% |
| Participation rate | 88.4% | 83.6%+4.8pp | 87.1%+1.3pp | 69.5%+18.8pp |
| Annual return | 11.56% | 27.46%-15.9pp | 1501.67%-1490.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,506 | $3,661-58.9% | $5,444-72.3% | $2,343-35.7% |
| Participant deferral / active EE | $2,034 | $4,982-59.2% | $6,568-69.0% | $3,332-39.0% |
| Admin fee / account holder | $368 | $8,285-95.6% | $11,282-96.7% | $4,645-92.1% |