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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 | $19,317 | $93,345-79.3% | $119,126-83.8% | $87,485-77.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 1.95% | 19.08%-17.1pp | 282.11%-280.2pp | 26.06%-24.1pp |
| Employer contribution / active EE | $5,674 | $3,172+78.9% | $4,034+40.7% | $2,596+118.6% |
| Participant deferral / active EE | $677 | $4,099-83.5% | $5,318-87.3% | $4,274-84.2% |
| Admin fee / account holder | $4,369 | $8,039-45.7% | $10,693-59.1% | $7,775-43.8% |