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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 | $28,292 | $86,938-67.5% | $102,423-72.4% | $80,925-65.0% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.7%+4.2pp |
| Annual return | 3.91% | 18.89%-15.0pp | 29.42%-25.5pp | 35.65%-31.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $496 | $4,120-88.0% | $5,054-90.2% | $4,299-88.5% |
| Admin fee / account holder | $12,893 | $8,053+60.1% | $9,455+36.4% | $6,940+85.8% |