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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 | $102,429-77.8% | $147,096-84.5% | $80,925-71.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 11.19% | 135.02%-123.8pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,350 | $3,716-63.7% | $4,936-72.7% | $2,756-51.0% |
| Participant deferral / active EE | $2,504 | $6,649-62.3% | $8,071-69.0% | $4,299-41.7% |
| Admin fee / account holder | $353 | $7,957-95.6% | $13,005-97.3% | $6,940-94.9% |