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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 | $14,308 | $124,425-88.5% | $112,040-87.2% | $137,256-89.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 8.68% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,647 | $5,718-71.2% | $5,098-67.7% | $6,407-74.3% |
| Admin fee / account holder | $10,331 | $15,207-32.1% | $12,098-14.6% | $12,270-15.8% |