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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 | $9,311 | $90,674-89.7% | $96,707-90.4% | $82,448-88.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 10.24% | 49.05%-38.8pp | 34.78%-24.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $3,517 | $3,975-11.5% | $4,191-16.1% | $2,551+37.9% |
| Participant deferral / active EE | $1,372 | $5,696-75.9% | $5,997-77.1% | $4,139-66.8% |
| Admin fee / account holder | $17,631 | $7,568+133.0% | $7,503+135.0% | $7,234+143.7% |