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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 | $16,816 | $91,559-81.6% | $133,959-87.4% | $79,858-78.9% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | 3.47% | 61.85%-58.4pp | 45.09%-41.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $2,231 | $2,384-6.4% | $3,919-43.1% | $2,471-9.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,258 | $6,321-80.1% | $8,928-85.9% | $5,306-76.3% |