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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 | $18,012 | $63,346-71.6% | $92,240-80.5% | $70,126-74.3% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 11.21% | 530.19%-519.0pp | 176.29%-165.1pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,109 | $2,471-14.7% | $3,680-42.7% | $2,343-10.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,949 | $3,841+54.9% | $5,194+14.5% | $4,645+28.1% |