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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 | $15,023 | $60,349-75.1% | $74,184-79.7% | $62,881-76.1% |
| Participation rate | 89.2% | 72.7%+16.5pp | 76.6%+12.6pp | 69.3%+19.9pp |
| Annual return | 4.04% | 21.38%-17.3pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $811 | $1,680-51.7% | $2,370-65.8% | $2,281-64.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,204 | $4,261-1.3% | $5,586-24.7% | $4,296-2.1% |