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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 | $25,007 | $79,223-68.4% | $102,460-75.6% | $74,478-66.4% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 7.65% | 54.98%-47.3pp | 29.47%-21.8pp | 1370.56%-1362.9pp |
| Employer contribution / active EE | $1,126 | $2,363-52.4% | $3,025-62.8% | $2,626-57.1% |
| Participant deferral / active EE | $1,328 | $4,417-69.9% | $5,056-73.7% | $4,350-69.5% |
| Admin fee / account holder | $1,274 | $2,003-36.4% | $9,460-86.5% | $1,946-34.6% |