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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 | $29,824 | $100,060-70.2% | $149,721-80.1% | $70,126-57.5% |
| Participation rate | 72.0% | 83.6%-11.6pp | 87.1%-15.1pp | 69.5%+2.5pp |
| Annual return | 11.54% | 27.46%-15.9pp | 1501.67%-1490.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $4,672 | $3,661+27.6% | $5,444-14.2% | $2,343+99.5% |
| Participant deferral / active EE | $489 | $4,982-90.2% | $6,568-92.6% | $3,332-85.3% |
| Admin fee / account holder | $2,753 | $8,285-66.8% | $11,282-75.6% | $4,645-40.7% |