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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 | $16,520 | $176,786-90.7% | $146,643-88.7% | $167,536-90.1% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 6.89% | 24.04%-17.1pp | 22.75%-15.9pp | 478.82%-471.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,379 | $6,440-78.6% | $5,506-75.0% | $6,342-78.3% |
| Admin fee / account holder | $10,775 | $13,262-18.7% | $10,280+4.8% | $12,315-12.5% |