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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 | $21,532 | $98,766-78.2% | $149,730-85.6% | $79,852-73.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 7.54% | 27.43%-19.9pp | 276.70%-269.2pp | 31.72%-24.2pp |
| Employer contribution / active EE | $1,144 | $3,217-64.4% | $4,645-75.4% | $2,471-53.7% |
| Participant deferral / active EE | $2,016 | $5,681-64.5% | $6,843-70.5% | $3,740-46.1% |
| Admin fee / account holder | $2,710 | $6,052-55.2% | $9,310-70.9% | $5,306-48.9% |