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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 | $22,248 | $85,766-74.1% | $136,298-83.7% | $70,126-68.3% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 12.59% | 31.46%-18.9pp | 5156.27%-5143.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $636 | $2,966-78.5% | $4,696-86.4% | $2,343-72.8% |
| Participant deferral / active EE | $770 | $5,051-84.8% | $6,247-87.7% | $3,332-76.9% |
| Admin fee / account holder | $1,137 | $5,421-79.0% | $9,244-87.7% | $4,645-75.5% |