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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 | $14,310 | $88,672-83.9% | $105,223-86.4% | $82,448-82.6% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 7.66% | 30.86%-23.2pp | 180.65%-173.0pp | 41.64%-34.0pp |
| Employer contribution / active EE | $3,301 | $3,048+8.3% | $3,689-10.5% | $2,551+29.4% |
| Participant deferral / active EE | $686 | $4,036-83.0% | $5,072-86.5% | $4,139-83.4% |
| Admin fee / account holder | $812 | $7,146-88.6% | $8,859-90.8% | $7,234-88.8% |