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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 | $27,343 | $101,763-73.1% | $164,866-83.4% | $80,874-66.2% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 5.05% | 16.73%-11.7pp | 69.97%-64.9pp | 35.62%-30.6pp |
| Employer contribution / active EE | $8,360 | $2,954+183.0% | $4,343+92.5% | $2,756+203.4% |
| Participant deferral / active EE | $1,556 | $4,477-65.2% | $6,033-74.2% | $4,297-63.8% |
| Admin fee / account holder | $331 | $8,228-96.0% | $12,689-97.4% | $6,935-95.2% |