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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 | $25,767 | $105,284-75.5% | $150,734-82.9% | $94,015-72.6% |
| Participation rate | 77.6% | 71.7%+5.9pp | 78.4%-0.9pp | 70.8%+6.8pp |
| Annual return | 5.81% | 15.67%-9.9pp | 600.81%-595.0pp | 17.84%-12.0pp |
| Employer contribution / active EE | $6,035 | $3,599+67.7% | $4,918+22.7% | $2,790+116.3% |
| Participant deferral / active EE | $239 | $4,274-94.4% | $5,610-95.7% | $4,249-94.4% |
| Admin fee / account holder | $481 | $9,839-95.1% | $14,905-96.8% | $8,951-94.6% |