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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 | $19,029 | $93,598-79.7% | $135,974-86.0% | $75,173-74.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.95% | 30.89%-17.9pp | 68.30%-55.4pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,203 | $3,538-37.7% | $4,859-54.7% | $2,671-17.5% |
| Participant deferral / active EE | $2,393 | $6,405-62.6% | $7,760-69.2% | $4,126-42.0% |
| Admin fee / account holder | $3,858 | $6,978-44.7% | $10,767-64.2% | $5,651-31.7% |