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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 | $23,946 | $107,421-77.7% | $182,262-86.9% | $94,015-74.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 84.2%-2.4pp | 70.8%+11.0pp |
| Annual return | 6.38% | 21.32%-14.9pp | 140.60%-134.2pp | 17.84%-11.5pp |
| Employer contribution / active EE | $1,871 | $3,448-45.7% | $5,046-62.9% | $2,790-32.9% |
| Participant deferral / active EE | $2,330 | $6,558-64.5% | $8,276-71.8% | $4,249-45.2% |
| Admin fee / account holder | $356 | $8,692-95.9% | $16,712-97.9% | $8,951-96.0% |