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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 | $31,131 | $137,414-77.3% | $189,537-83.6% | $85,847-63.7% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 10.38% | 38.14%-27.8pp | 555.34%-545.0pp | 318.61%-308.2pp |
| Employer contribution / active EE | $1,920 | $4,344-55.8% | $6,161-68.8% | $2,565-25.2% |
| Participant deferral / active EE | $2,369 | $6,260-62.1% | $8,220-71.2% | $3,952-40.0% |
| Admin fee / account holder | $3,534 | $8,630-59.1% | $12,048-70.7% | $6,261-43.6% |