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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 | $19,897 | $85,766-76.8% | $136,298-85.4% | $70,126-71.6% |
| Participation rate | 82.9% | 74.2%+8.7pp | 81.9%+0.9pp | 69.5%+13.3pp |
| Annual return | 11.26% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $3,496 | $2,966+17.9% | $4,696-25.6% | $2,343+49.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,505 | $5,421+1.6% | $9,244-40.4% | $4,645+18.5% |