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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 | $16,520 | $102,385-83.9% | $147,080-88.8% | $80,935-79.6% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 10.90% | 135.09%-124.2pp | 420.17%-409.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,498 | $3,717-59.7% | $4,933-69.6% | $2,757-45.6% |
| Participant deferral / active EE | $2,150 | $6,651-67.7% | $8,066-73.4% | $4,299-50.0% |
| Admin fee / account holder | $5,482 | $7,951-31.1% | $12,989-57.8% | $6,924-20.8% |