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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 | $33,386 | $100,041-66.6% | $149,718-77.7% | $70,131-52.4% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.1%+0.9pp | 69.5%+18.5pp |
| Annual return | 7.65% | 27.43%-19.8pp | 1501.67%-1494.0pp | 73.14%-65.5pp |
| Employer contribution / active EE | $1,277 | $3,662-65.1% | $5,445-76.6% | $2,342-45.5% |
| Participant deferral / active EE | $1,728 | $4,983-65.3% | $6,569-73.7% | $3,332-48.1% |
| Admin fee / account holder | $23,447 | $8,286+183.0% | $11,283+107.8% | $4,645+404.7% |