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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 | $71,353-77.7% | $92,805-82.8% | $86,983-81.7% |
| Participation rate | 77.1% | 80.9%-3.7pp | 83.5%-6.4pp | 69.5%+7.6pp |
| Annual return | 13.60% | 44.68%-31.1pp | 31.59%-18.0pp | 25.83%-12.2pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,101 | $6,966-69.8% | $8,448-75.1% | $4,194-49.9% |
| Admin fee / account holder | $974 | $6,099-84.0% | $10,911-91.1% | $7,856-87.6% |