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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 | $24,007 | $78,636-69.5% | $105,607-77.3% | $74,459-67.8% |
| Participation rate | 83.9% | 72.8%+11.1pp | 75.3%+8.6pp | 67.2%+16.6pp |
| Annual return | 10.88% | 15.96%-5.1pp | 116.11%-105.2pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $4,474 | $2,523+77.3% | $3,167+41.3% | $2,626+70.4% |
| Participant deferral / active EE | $1,029 | $4,322-76.2% | $5,011-79.5% | $4,350-76.3% |
| Admin fee / account holder | $1,529 | $2,220-31.1% | $10,958-86.0% | $1,945-21.4% |