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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 | $25,010 | $101,798-75.4% | $165,071-84.8% | $80,935-69.1% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.7%+16.7pp |
| Annual return | 8.85% | 16.73%-7.9pp | 70.17%-61.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,239 | $2,954-58.1% | $4,347-71.5% | $2,757-55.1% |
| Participant deferral / active EE | $1,944 | $4,476-56.6% | $6,035-67.8% | $4,299-54.8% |
| Admin fee / account holder | $8,098 | $8,221-1.5% | $12,695-36.2% | $6,924+17.0% |