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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 | $10,011 | $67,602-85.2% | $82,312-87.8% | $70,126-85.7% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 10.08% | 21.57%-11.5pp | 25.88%-15.8pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $690 | $2,987-76.9% | $3,706-81.4% | $3,332-79.3% |
| Admin fee / account holder | $881 | $4,512-80.5% | $5,608-84.3% | $4,645-81.0% |