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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 | $18,198 | $65,364-72.2% | $92,909-80.4% | $72,975-75.1% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 14.93% | 42.11%-27.2pp | 109.44%-94.5pp | 81.01%-66.1pp |
| Employer contribution / active EE | $2,109 | $2,594-18.7% | $3,653-42.3% | $2,440-13.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,674 | $4,251-60.6% | $5,795-71.1% | $5,124-67.3% |