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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 | $22,566 | $85,766-73.7% | $136,297-83.4% | $70,124-67.8% |
| Participation rate | 71.1% | 74.2%-3.1pp | 81.9%-10.9pp | 69.5%+1.5pp |
| Annual return | 11.38% | 31.45%-20.1pp | 5156.19%-5144.8pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,261 | $2,966-57.5% | $4,696-73.1% | $2,342-46.2% |
| Participant deferral / active EE | $1,831 | $5,051-63.7% | $6,247-70.7% | $3,332-45.0% |
| Admin fee / account holder | $498 | $5,420-90.8% | $9,244-94.6% | $4,645-89.3% |