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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 | $25,263 | $80,992-68.8% | $96,534-73.8% | $75,173-66.4% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 4.48% | 27.05%-22.6pp | 25.88%-21.4pp | 160.72%-156.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,672 | $3,929-57.5% | $4,851-65.5% | $4,126-59.5% |
| Admin fee / account holder | $14,213 | $6,717+111.6% | $8,253+72.2% | $5,651+151.5% |