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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 | $32,049 | $108,825-70.6% | $156,181-79.5% | $82,448-61.1% |
| Participation rate | 79.5% | 72.4%+7.2pp | 78.8%+0.7pp | 68.1%+11.5pp |
| Annual return | 9.69% | 20.59%-10.9pp | 64.87%-55.2pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,475 | $2,870-13.8% | $4,294-42.4% | $2,551-3.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $793 | $9,341-91.5% | $14,586-94.6% | $7,234-89.0% |