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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 | $17,129 | $149,679-88.6% | $117,039-85.4% | $147,586-88.4% |
| Participation rate | 81.8% | 83.5%-1.7pp | 77.2%+4.6pp | 82.8%-1.0pp |
| Annual return | 8.46% | 19.31%-10.9pp | 18.95%-10.5pp | 578.59%-570.1pp |
| Employer contribution / active EE | $3,136 | $4,937-36.5% | $3,785-17.1% | $4,876-35.7% |
| Participant deferral / active EE | $919 | $4,912-81.3% | $3,929-76.6% | $5,439-83.1% |
| Admin fee / account holder | $24,826 | $7,856+216.0% | $5,974+315.6% | $10,886+128.1% |