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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 | $18,761 | $85,766-78.1% | $136,298-86.2% | $70,126-73.2% |
| Participation rate | 95.8% | 74.2%+21.7pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 12.51% | 31.46%-18.9pp | 5156.27%-5143.8pp | 73.15%-60.6pp |
| Employer contribution / active EE | $2,527 | $2,966-14.8% | $4,696-46.2% | $2,343+7.9% |
| Participant deferral / active EE | $1,615 | $5,051-68.0% | $6,247-74.1% | $3,332-51.5% |
| Admin fee / account holder | $524 | $5,421-90.3% | $9,244-94.3% | $4,645-88.7% |