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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 | $14,294 | $63,342-77.4% | $92,236-84.5% | $70,131-79.6% |
| Participation rate | 92.7% | 68.7%+24.1pp | 76.5%+16.2pp | 69.5%+23.2pp |
| Annual return | 8.30% | 530.15%-521.9pp | 176.29%-168.0pp | 73.14%-64.8pp |
| Employer contribution / active EE | $1,227 | $2,471-50.3% | $3,679-66.6% | $2,342-47.6% |
| Participant deferral / active EE | $625 | $2,854-78.1% | $3,897-84.0% | $3,332-81.2% |
| Admin fee / account holder | $1,134 | $3,840-70.5% | $5,194-78.2% | $4,645-75.6% |