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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 | $36,219 | $137,414-73.6% | $189,537-80.9% | $85,847-57.8% |
| Participation rate | 81.1% | 84.6%-3.5pp | 87.8%-6.7pp | 69.3%+11.8pp |
| Annual return | 10.23% | 38.14%-27.9pp | 555.34%-545.1pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,413 | $4,344-67.5% | $6,161-77.1% | $2,565-44.9% |
| Participant deferral / active EE | $1,849 | $6,260-70.5% | $8,220-77.5% | $3,952-53.2% |
| Admin fee / account holder | $316 | $8,630-96.3% | $12,048-97.4% | $6,261-94.9% |