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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 | $4,355 | $67,986-93.6% | $68,948-93.7% | $67,986-93.6% |
| Participation rate | 89.6% | 57.2%+32.4pp | 79.2%+10.5pp | 57.2%+32.4pp |
| Annual return | 9.63% | 31.67%-22.0pp | 28.39%-18.8pp | 31.67%-22.0pp |
| Employer contribution / active EE | $1,533 | $2,019-24.1% | $4,165-63.2% | $2,019-24.1% |
| Participant deferral / active EE | $0 | $3,358-100.0% | $6,186-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3,846 | $3,203+20.1% | $7,539-49.0% | $3,203+20.1% |