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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 | $10,864 | $101,778-89.3% | $164,975-93.4% | $80,925-86.6% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.7%+26.9pp |
| Annual return | 4.96% | 16.73%-11.8pp | 70.12%-65.2pp | 35.65%-30.7pp |
| Employer contribution / active EE | $5,001 | $2,954+69.3% | $4,343+15.2% | $2,756+81.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $761 | $8,221-90.7% | $12,688-94.0% | $6,940-89.0% |