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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 | $18,240 | $77,472-76.5% | $100,392-81.8% | $80,935-77.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 12.00% | 37.26%-25.3pp | 49.45%-37.4pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,176 | $6,818-68.1% | $8,090-73.1% | $4,299-49.4% |
| Admin fee / account holder | $3,060 | $5,885-48.0% | $7,904-61.3% | $6,924-55.8% |