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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 | $21,238 | $108,825-80.5% | $156,181-86.4% | $82,448-74.2% |
| Participation rate | 93.5% | 72.4%+21.2pp | 78.8%+14.7pp | 68.1%+25.5pp |
| Annual return | 3.46% | 20.59%-17.1pp | 64.87%-61.4pp | 41.64%-38.2pp |
| Employer contribution / active EE | $7,097 | $2,870+147.3% | $4,294+65.3% | $2,551+178.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,941 | $9,341-4.3% | $14,586-38.7% | $7,234+23.6% |