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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 | $19,882 | $100,060-80.1% | $149,721-86.7% | $70,126-71.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 5.10% | 27.46%-22.4pp | 1501.67%-1496.6pp | 73.15%-68.0pp |
| Employer contribution / active EE | $1,722 | $3,661-53.0% | $5,444-68.4% | $2,343-26.5% |
| Participant deferral / active EE | $325 | $4,982-93.5% | $6,568-95.1% | $3,332-90.3% |
| Admin fee / account holder | $338 | $8,285-95.9% | $11,282-97.0% | $4,645-92.7% |