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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 | $18,126 | $85,766-78.9% | $136,297-86.7% | $70,124-74.2% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 10.61% | 31.45%-20.8pp | 5156.19%-5145.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,852 | $2,966-37.6% | $4,696-60.6% | $2,342-20.9% |
| Participant deferral / active EE | $1,878 | $5,051-62.8% | $6,247-69.9% | $3,332-43.6% |
| Admin fee / account holder | $1,125 | $5,420-79.2% | $9,244-87.8% | $4,645-75.8% |