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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 | $26,415 | $86,298-69.4% | $111,308-76.3% | $85,847-69.2% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.3pp | 69.3%+22.3pp |
| Annual return | 7.42% | 19.99%-12.6pp | 54.67%-47.2pp | 318.61%-311.2pp |
| Employer contribution / active EE | $3,987 | $2,044+95.1% | $2,732+45.9% | $2,565+55.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,386 | $8,189-83.1% | $7,965-82.6% | $6,261-77.9% |