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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 | $12,419 | $98,760-87.4% | $149,715-91.7% | $79,858-84.4% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 6.54% | 27.43%-20.9pp | 276.66%-270.1pp | 31.72%-25.2pp |
| Employer contribution / active EE | $1,716 | $3,217-46.7% | $4,645-63.1% | $2,471-30.6% |
| Participant deferral / active EE | $2,323 | $5,681-59.1% | $6,842-66.1% | $3,740-37.9% |
| Admin fee / account holder | $7,964 | $6,053+31.6% | $9,310-14.5% | $5,306+50.1% |