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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 | $15,787 | $107,421-85.3% | $182,262-91.3% | $94,015-83.2% |
| Participation rate | 89.2% | 77.8%+11.4pp | 84.2%+5.0pp | 70.8%+18.4pp |
| Annual return | 12.39% | 21.32%-8.9pp | 140.60%-128.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $2,340 | $3,448-32.1% | $5,046-53.6% | $2,790-16.1% |
| Participant deferral / active EE | $2,579 | $6,558-60.7% | $8,276-68.8% | $4,249-39.3% |
| Admin fee / account holder | $5,279 | $8,692-39.3% | $16,712-68.4% | $8,951-41.0% |