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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 | $21,909 | $197,594-88.9% | $177,822-87.7% | $158,931-86.2% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 1.81% | 58.76%-56.9pp | 48.32%-46.5pp | 302.86%-301.0pp |
| Employer contribution / active EE | $1,500 | $6,697-77.6% | $5,918-74.7% | $4,761-68.5% |
| Participant deferral / active EE | $1,191 | $8,405-85.8% | $7,714-84.6% | $5,982-80.1% |
| Admin fee / account holder | $5,735 | $15,400-62.8% | $12,428-53.8% | $11,247-49.0% |