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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 | $19,494 | $81,208-76.0% | $98,920-80.3% | $79,856-75.6% |
| Participation rate | 92.5% | 72.5%+19.9pp | 76.0%+16.4pp | 69.6%+22.8pp |
| Annual return | 9.20% | 60.99%-51.8pp | 196.47%-187.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,007 | $1,960-48.6% | $2,689-62.5% | $2,471-59.2% |
| Participant deferral / active EE | $999 | $3,265-69.4% | $4,245-76.5% | $3,741-73.3% |
| Admin fee / account holder | $959 | $6,013-84.1% | $6,643-85.6% | $5,306-81.9% |