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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 | $21,863 | $94,031-76.7% | $115,768-81.1% | $82,448-73.5% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.4%+17.7pp | 68.1%+24.1pp |
| Annual return | 10.08% | 20.61%-10.5pp | 100.46%-90.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,738 | $2,323+60.9% | $2,940+27.2% | $2,551+46.5% |
| Participant deferral / active EE | $1,085 | $3,972-72.7% | $4,917-77.9% | $4,139-73.8% |
| Admin fee / account holder | $1,922 | $10,249-81.2% | $12,439-84.5% | $7,234-73.4% |