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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 | $11,398 | $89,259-87.2% | $107,187-89.4% | $82,637-86.2% |
| Participation rate | 96.9% | 67.9%+28.9pp | 75.0%+21.9pp | 68.1%+28.8pp |
| Annual return | 12.68% | 21.02%-8.3pp | 204.55%-191.9pp | 53.51%-40.8pp |
| Employer contribution / active EE | $2,376 | $3,080-22.9% | $3,782-37.2% | $2,552-6.9% |
| Participant deferral / active EE | $1,068 | $4,037-73.6% | $5,096-79.0% | $4,126-74.1% |
| Admin fee / account holder | $5,810 | $7,381-21.3% | $9,162-36.6% | $7,339-20.8% |