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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 | $17,254 | $85,766-79.9% | $136,297-87.3% | $70,124-75.4% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 9.88% | 31.45%-21.6pp | 5156.19%-5146.3pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,701 | $2,966-42.6% | $4,696-63.8% | $2,342-27.4% |
| Participant deferral / active EE | $503 | $5,051-90.1% | $6,247-92.0% | $3,332-84.9% |
| Admin fee / account holder | $1,974 | $5,420-63.6% | $9,244-78.6% | $4,645-57.5% |