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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 | $14,877 | $85,766-82.7% | $136,297-89.1% | $70,124-78.8% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 7.93% | 31.45%-23.5pp | 5156.19%-5148.3pp | 73.14%-65.2pp |
| Employer contribution / active EE | $660 | $2,966-77.8% | $4,696-85.9% | $2,342-71.8% |
| Participant deferral / active EE | $855 | $5,051-83.1% | $6,247-86.3% | $3,332-74.3% |
| Admin fee / account holder | $423 | $5,420-92.2% | $9,244-95.4% | $4,645-90.9% |