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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 | $26,563 | $82,028-67.6% | $123,105-78.4% | $59,633-55.5% |
| Participation rate | 75.4% | 83.2%-7.8pp | 86.8%-11.3pp | 68.7%+6.8pp |
| Annual return | -3.72% | 5.12%-8.8pp | 13.22%-16.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,239 | $3,297-62.4% | $5,151-75.9% | $2,203-43.7% |
| Participant deferral / active EE | $1,819 | $4,667-61.0% | $6,229-70.8% | $3,192-43.0% |
| Admin fee / account holder | $4,983 | $5,879-15.2% | $9,014-44.7% | $4,297+16.0% |