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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 | $10,395 | $63,346-83.6% | $92,240-88.7% | $70,126-85.2% |
| Participation rate | 83.7% | 68.7%+15.0pp | 76.5%+7.2pp | 69.5%+14.2pp |
| Annual return | 12.04% | 530.19%-518.2pp | 176.29%-164.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $3,090 | $2,471+25.0% | $3,680-16.0% | $2,343+31.9% |
| Participant deferral / active EE | $7 | $2,854-99.7% | $3,897-99.8% | $3,332-99.8% |
| Admin fee / account holder | $3,437 | $3,841-10.5% | $5,194-33.8% | $4,645-26.0% |