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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 | $15,191 | $99,875-84.8% | $146,866-89.7% | $86,983-82.5% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.5%+4.5pp |
| Annual return | 10.47% | 28.10%-17.6pp | 102.85%-92.4pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,711 | $3,224-46.9% | $4,425-61.3% | $2,584-33.8% |
| Participant deferral / active EE | $2,080 | $6,322-67.1% | $7,759-73.2% | $4,194-50.4% |
| Admin fee / account holder | $675 | $7,838-91.4% | $13,620-95.0% | $7,856-91.4% |