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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 | $12,238 | $93,589-86.9% | $135,942-91.0% | $75,181-83.7% |
| Participation rate | 96.3% | 75.2%+21.2pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 14.08% | 30.90%-16.8pp | 68.28%-54.2pp | 160.69%-146.6pp |
| Employer contribution / active EE | $1,344 | $3,537-62.0% | $4,858-72.3% | $2,671-49.7% |
| Participant deferral / active EE | $1,881 | $6,405-70.6% | $7,759-75.8% | $4,126-54.4% |
| Admin fee / account holder | $1,220 | $6,977-82.5% | $10,764-88.7% | $5,650-78.4% |