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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 | $19,344 | $86,288-77.6% | $111,306-82.6% | $85,851-77.5% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 10.73% | 19.99%-9.3pp | 54.67%-43.9pp | 318.63%-307.9pp |
| Employer contribution / active EE | $4,721 | $2,044+131.0% | $2,732+72.8% | $2,565+84.0% |
| Participant deferral / active EE | $1,164 | $3,641-68.0% | $4,488-74.1% | $3,952-70.6% |
| Admin fee / account holder | $2,212 | $8,189-73.0% | $7,966-72.2% | $6,261-64.7% |