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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 | $30,429 | $108,825-72.0% | $156,181-80.5% | $82,448-63.1% |
| Participation rate | 96.2% | 72.4%+23.9pp | 78.8%+17.4pp | 68.1%+28.2pp |
| Annual return | 10.47% | 20.59%-10.1pp | 64.87%-54.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,476 | $2,870-48.6% | $4,294-65.6% | $2,551-42.1% |
| Participant deferral / active EE | $1,289 | $4,577-71.8% | $6,132-79.0% | $4,139-68.9% |
| Admin fee / account holder | $4,924 | $9,341-47.3% | $14,586-66.2% | $7,234-31.9% |