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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 | $22,758 | $102,422-77.8% | $147,117-84.5% | $80,959-71.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 11.19% | 135.16%-124.0pp | 420.54%-409.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,350 | $3,717-63.7% | $4,932-72.6% | $2,757-51.1% |
| Participant deferral / active EE | $2,504 | $6,652-62.4% | $8,065-68.9% | $4,300-41.8% |
| Admin fee / account holder | $353 | $7,953-95.6% | $12,993-97.3% | $6,925-94.9% |