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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 | $27,235 | $100,060-72.8% | $149,721-81.8% | $70,126-61.2% |
| Participation rate | 75.6% | 83.6%-8.0pp | 87.1%-11.5pp | 69.5%+6.1pp |
| Annual return | 12.85% | 27.46%-14.6pp | 1501.67%-1488.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,546 | $3,661-57.8% | $5,444-71.6% | $2,343-34.0% |
| Participant deferral / active EE | $2,152 | $4,982-56.8% | $6,568-67.2% | $3,332-35.4% |
| Admin fee / account holder | $4,356 | $8,285-47.4% | $11,282-61.4% | $4,645-6.2% |