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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 | $34,031 | $137,414-75.2% | $189,545-82.0% | $85,851-60.4% |
| Participation rate | 94.7% | 84.6%+10.1pp | 87.8%+6.9pp | 69.3%+25.4pp |
| Annual return | 8.23% | 38.14%-29.9pp | 555.36%-547.1pp | 318.63%-310.4pp |
| Employer contribution / active EE | $1,332 | $4,344-69.3% | $6,162-78.4% | $2,565-48.1% |
| Participant deferral / active EE | $1,936 | $6,260-69.1% | $8,220-76.4% | $3,952-51.0% |
| Admin fee / account holder | $1,945 | $8,630-77.5% | $12,049-83.9% | $6,261-68.9% |