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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 | $25,345 | $91,559-72.3% | $133,978-81.1% | $79,856-68.3% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 9.84% | 61.85%-52.0pp | 45.10%-35.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,731 | $2,384+56.5% | $3,919-4.8% | $2,471+51.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $687 | $6,321-89.1% | $8,930-92.3% | $5,306-87.1% |