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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 | $13,737 | $78,197-82.4% | $98,090-86.0% | $82,637-83.4% |
| Participation rate | 85.5% | 77.5%+8.1pp | 81.5%+4.0pp | 68.1%+17.5pp |
| Annual return | 9.79% | 40.25%-30.5pp | 37.05%-27.3pp | 53.51%-43.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,088 | $6,636-68.5% | $7,845-73.4% | $4,126-49.4% |
| Admin fee / account holder | $1,802 | $14,832-87.9% | $11,815-84.7% | $7,339-75.4% |