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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 | $106,864-87.5% | $147,318-90.9% | $82,637-83.8% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 11.46% | 27.49%-16.0pp | 70.43%-59.0pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,698 | $6,496-73.9% | $7,906-78.5% | $4,126-58.8% |
| Admin fee / account holder | $5,482 | $8,415-34.8% | $13,708-60.0% | $7,339-25.3% |