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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 | $21,602 | $85,766-74.8% | $136,298-84.2% | $70,126-69.2% |
| Participation rate | 73.7% | 74.2%-0.5pp | 81.9%-8.2pp | 69.5%+4.1pp |
| Annual return | 7.92% | 31.46%-23.5pp | 5156.27%-5148.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $1,132 | $2,966-61.8% | $4,696-75.9% | $2,343-51.7% |
| Participant deferral / active EE | $885 | $5,051-82.5% | $6,247-85.8% | $3,332-73.5% |
| Admin fee / account holder | $8,947 | $5,421+65.1% | $9,244-3.2% | $4,645+92.6% |