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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 | $25,168 | $79,955-68.5% | $98,461-74.4% | $75,173-66.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 8.67% | 19.75%-11.1pp | 21.17%-12.5pp | 160.72%-152.1pp |
| Employer contribution / active EE | $4,348 | $2,264+92.0% | $3,049+42.6% | $2,671+62.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,077 | $6,841+222.7% | $8,961+146.4% | $5,651+290.7% |