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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 | $13,237 | $152,460-91.3% | $118,746-88.9% | $147,585-91.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.3%+1.7pp | 82.8%-2.8pp |
| Annual return | 3.09% | 17.41%-14.3pp | 24.54%-21.5pp | 578.57%-575.5pp |
| Employer contribution / active EE | $1,361 | $5,046-73.0% | $4,193-67.5% | $4,876-72.1% |
| Participant deferral / active EE | $1,726 | $6,212-72.2% | $5,332-67.6% | $5,439-68.3% |
| Admin fee / account holder | $20,526 | $16,953+21.1% | $10,720+91.5% | $10,885+88.6% |