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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 | $29,873 | $153,769-80.6% | $133,975-77.7% | $273,972-89.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 1.42% | 36.51%-35.1pp | 29.29%-27.9pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,789 | $6,958-74.3% | $6,282-71.5% | $5,287-66.2% |
| Admin fee / account holder | $1,794 | $11,765-84.8% | $9,324-80.8% | $10,133-82.3% |