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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 | $8,031 | $125,797-93.6% | $170,043-95.3% | $75,173-89.3% |
| Participation rate | 86.0% | 83.6%+2.4pp | 87.0%-1.0pp | 67.2%+18.8pp |
| Annual return | 8.83% | 27.20%-18.4pp | 53.40%-44.6pp | 160.72%-151.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $880 | $6,838-87.1% | $10,410-91.5% | $4,126-78.7% |
| Admin fee / account holder | $2,137 | $8,177-73.9% | $12,824-83.3% | $5,651-62.2% |