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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 | $23,487 | $201,370-88.3% | $184,256-87.3% | $145,897-83.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 7.24% | 29.05%-21.8pp | 28.85%-21.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,045 | $9,808-79.2% | $9,133-77.6% | $6,689-69.4% |
| Admin fee / account holder | $38,188 | $16,364+133.4% | $13,899+174.7% | $13,390+185.2% |