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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 | $11,295 | $93,589-87.9% | $135,942-91.7% | $75,181-85.0% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 14.79% | 30.90%-16.1pp | 68.28%-53.5pp | 160.69%-145.9pp |
| Employer contribution / active EE | $1,446 | $3,537-59.1% | $4,858-70.2% | $2,671-45.8% |
| Participant deferral / active EE | $1,774 | $6,405-72.3% | $7,759-77.1% | $4,126-57.0% |
| Admin fee / account holder | $2,382 | $6,977-65.9% | $10,764-77.9% | $5,650-57.8% |