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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 | $6,851 | $84,236-91.9% | $170,435-96.0% | $70,126-90.2% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 8.73% | 23.06%-14.3pp | 205.94%-197.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $5,706 | $3,387+68.4% | $5,432+5.0% | $2,343+143.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,615 | $5,698-71.7% | $13,881-88.4% | $4,645-65.2% |