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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 | $33,968 | $137,414-75.3% | $189,545-82.1% | $85,851-60.4% |
| Participation rate | 84.2% | 84.6%-0.4pp | 87.8%-3.6pp | 69.3%+14.9pp |
| Annual return | 11.24% | 38.14%-26.9pp | 555.36%-544.1pp | 318.63%-307.4pp |
| Employer contribution / active EE | $1,428 | $4,344-67.1% | $6,162-76.8% | $2,565-44.3% |
| Participant deferral / active EE | $2,136 | $6,260-65.9% | $8,220-74.0% | $3,952-45.9% |
| Admin fee / account holder | $5,761 | $8,630-33.2% | $12,049-52.2% | $6,261-8.0% |