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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 | $14,725 | $102,429-85.6% | $147,096-90.0% | $80,925-81.8% |
| Participation rate | 86.8% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 8.32% | 135.02%-126.7pp | 419.75%-411.4pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,455 | $3,716-60.8% | $4,936-70.5% | $2,756-47.2% |
| Participant deferral / active EE | $1,902 | $6,649-71.4% | $8,071-76.4% | $4,299-55.8% |
| Admin fee / account holder | $1,494 | $7,957-81.2% | $13,005-88.5% | $6,940-78.5% |