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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 | $13,406 | $106,524-87.4% | $152,301-91.2% | $87,485-84.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.4%-4.7pp | 68.9%+8.8pp |
| Annual return | 11.46% | 26.89%-15.4pp | 80.50%-69.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,698 | $6,525-74.0% | $8,004-78.8% | $4,274-60.3% |
| Admin fee / account holder | $5,482 | $8,287-33.8% | $14,398-61.9% | $7,775-29.5% |