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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 | $20,216 | $105,210-80.8% | $159,487-87.3% | $85,851-76.5% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 10.80% | 45.08%-34.3pp | 263.71%-252.9pp | 318.63%-307.8pp |
| Employer contribution / active EE | $1,618 | $3,319-51.3% | $4,831-66.5% | $2,565-36.9% |
| Participant deferral / active EE | $1,945 | $5,946-67.3% | $7,354-73.5% | $3,952-50.8% |
| Admin fee / account holder | $4,482 | $6,934-35.4% | $10,804-58.5% | $6,261-28.4% |