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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 | $15,920 | $77,358-79.4% | $102,184-84.4% | $87,485-81.8% |
| Participation rate | 77.1% | 78.7%-1.5pp | 82.6%-5.5pp | 68.9%+8.2pp |
| Annual return | 13.60% | 41.11%-27.5pp | 31.58%-18.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,101 | $6,753-68.9% | $8,309-74.7% | $4,274-50.8% |
| Admin fee / account holder | $974 | $6,809-85.7% | $11,609-91.6% | $7,775-87.5% |