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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 | $23,014 | $102,429-77.5% | $147,096-84.4% | $80,925-71.6% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 9.70% | 135.02%-125.3pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,475 | $3,716-60.3% | $4,936-70.1% | $2,756-46.5% |
| Participant deferral / active EE | $1,758 | $6,649-73.6% | $8,071-78.2% | $4,299-59.1% |
| Admin fee / account holder | $5,623 | $7,957-29.3% | $13,005-56.8% | $6,940-19.0% |