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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 | $22,523 | $85,766-73.7% | $136,298-83.5% | $70,126-67.9% |
| Participation rate | 91.1% | 74.2%+17.0pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 9.11% | 31.46%-22.3pp | 5156.27%-5147.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $731 | $5,051-85.5% | $6,247-88.3% | $3,332-78.1% |
| Admin fee / account holder | $3,080 | $5,421-43.2% | $9,244-66.7% | $4,645-33.7% |