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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 | $21,126 | $89,259-76.3% | $107,187-80.3% | $82,637-74.4% |
| Participation rate | 91.7% | 67.9%+23.7pp | 75.0%+16.6pp | 68.1%+23.6pp |
| Annual return | 8.09% | 21.02%-12.9pp | 204.55%-196.5pp | 53.51%-45.4pp |
| Employer contribution / active EE | $1,418 | $3,080-54.0% | $3,782-62.5% | $2,552-44.4% |
| Participant deferral / active EE | $1,049 | $4,037-74.0% | $5,096-79.4% | $4,126-74.6% |
| Admin fee / account holder | $9,688 | $7,381+31.3% | $9,162+5.7% | $7,339+32.0% |