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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 | $19,085 | $162,821-88.3% | $133,978-85.8% | $158,982-88.0% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 2.69% | 41.95%-39.3pp | 45.10%-42.4pp | 302.99%-300.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,625 | $5,910-72.5% | $5,047-67.8% | $5,983-72.8% |
| Admin fee / account holder | $30,869 | $11,742+162.9% | $8,930+245.7% | $11,252+174.3% |